SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,748,946 | -2.6% | 20,813 | -4.7% | 0.08% | -14.3% |
| Q4 2022 | $1,795,441 | +14.3% | 21,840 | +5.2% | 0.10% | -2.0% |
| Q3 2022 | $1,571,000 | +6.7% | 20,757 | +12.9% | 0.10% | +8.7% |
| Q2 2022 | $1,473,000 | +18.8% | 18,392 | +38.9% | 0.09% | +46.0% |
| Q1 2022 | $1,240,000 | +48.1% | 13,242 | +57.3% | 0.06% | +40.0% |
| Q4 2021 | $837,000 | +4.9% | 8,419 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $798,000 | -3.0% | 8,419 | 0.0% | 0.05% | -8.0% |
| Q2 2021 | $823,000 | -8.1% | 8,419 | -11.7% | 0.05% | +22.0% |
| Q1 2021 | $896,000 | +18.8% | 9,533 | +0.5% | 0.04% | +5.1% |
| Q4 2020 | $754,000 | +37.3% | 9,483 | +5.1% | 0.04% | -18.8% |
| Q3 2020 | $549,000 | -4.2% | 9,024 | -7.0% | 0.05% | -7.7% |
| Q2 2020 | $573,000 | +29.6% | 9,704 | +15.6% | 0.05% | +10.6% |
| Q1 2020 | $442,000 | – | 8,396 | – | 0.05% | – |
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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% |