SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 177 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $650,392 | -3.1% | 7,740 | -5.2% | 0.15% | -12.1% |
| Q4 2022 | $670,998 | +10.7% | 8,162 | +2.0% | 0.17% | +3.6% |
| Q3 2022 | $606,000 | -4.4% | 8,000 | +1.0% | 0.17% | -15.2% |
| Q2 2022 | $634,000 | -15.4% | 7,920 | -1.0% | 0.20% | -9.2% |
| Q1 2022 | $749,000 | -7.6% | 8,000 | -1.9% | 0.22% | -0.9% |
| Q4 2021 | $811,000 | +4.6% | 8,155 | -0.4% | 0.22% | -5.2% |
| Q3 2021 | $775,000 | -7.6% | 8,184 | -4.7% | 0.23% | -9.4% |
| Q2 2021 | $839,000 | +2.3% | 8,587 | -1.6% | 0.26% | -10.8% |
| Q1 2021 | $820,000 | +18.2% | 8,728 | 0.0% | 0.29% | +11.3% |
| Q4 2020 | $694,000 | +29.5% | 8,728 | -0.9% | 0.26% | +12.2% |
| Q3 2020 | $536,000 | +3.9% | 8,806 | +0.8% | 0.23% | -4.2% |
| Q2 2020 | $516,000 | +44.5% | 8,738 | +18.7% | 0.24% | +20.1% |
| Q1 2020 | $357,000 | -32.1% | 7,363 | +1.4% | 0.20% | -21.0% |
| Q4 2019 | $526,000 | +7.3% | 7,263 | -0.5% | 0.25% | -2.7% |
| Q3 2019 | $490,000 | -3.7% | 7,298 | -4.3% | 0.26% | -8.2% |
| Q2 2019 | $509,000 | 0.0% | 7,629 | 0.0% | 0.28% | 0.0% |
| Q1 2019 | $509,000 | +6.7% | 7,629 | -4.0% | 0.28% | -7.8% |
| Q4 2018 | $477,000 | -37.4% | 7,946 | -21.3% | 0.31% | -30.3% |
| Q3 2018 | $762,000 | -5.9% | 10,094 | -9.9% | 0.44% | -10.8% |
| Q2 2018 | $810,000 | -17.6% | 11,197 | +51.5% | 0.49% | -14.6% |
| Q1 2018 | $983,000 | -0.6% | 7,392 | -0.6% | 0.58% | -0.5% |
| Q4 2017 | $989,000 | – | 7,438 | – | 0.58% | – |
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% |