SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 140 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $242,679 | +2.2% | 2,888 | 0.0% | 0.04% | -13.5% |
Q4 2022 | $237,422 | +7.9% | 2,888 | -0.7% | 0.05% | -1.9% |
Q3 2022 | $220,000 | -6.8% | 2,909 | -1.2% | 0.05% | -3.6% |
Q2 2022 | $236,000 | -13.9% | 2,944 | +0.7% | 0.06% | +3.8% |
Q1 2022 | $274,000 | -6.2% | 2,924 | -0.3% | 0.05% | +6.0% |
Q4 2021 | $292,000 | +5.4% | 2,934 | +0.2% | 0.05% | 0.0% |
Q3 2021 | $277,000 | -1.8% | 2,929 | +1.4% | 0.05% | -2.0% |
Q2 2021 | $282,000 | +4.8% | 2,889 | +0.9% | 0.05% | -3.8% |
Q1 2021 | $269,000 | +18.5% | 2,864 | +0.2% | 0.05% | +6.0% |
Q4 2020 | $227,000 | -5.4% | 2,859 | -13.6% | 0.05% | -32.4% |
Q4 2019 | $240,000 | +4.8% | 3,310 | -2.6% | 0.07% | -3.9% |
Q3 2019 | $229,000 | -6.9% | 3,400 | -6.4% | 0.08% | -6.1% |
Q2 2019 | $246,000 | +12.3% | 3,632 | +10.5% | 0.08% | +7.9% |
Q1 2019 | $219,000 | +4.8% | 3,286 | +18.9% | 0.08% | +5.6% |
Q3 2018 | $209,000 | +4.5% | 2,764 | -0.1% | 0.07% | -5.3% |
Q2 2018 | $200,000 | – | 2,767 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |