SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |