SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $90,836 | -18.3% | 1,081 | -20.1% | 0.00% | -50.0% |
| Q4 2022 | $111,230 | +68.5% | 1,353 | +54.8% | 0.00% | +100.0% |
| Q3 2022 | $66,000 | -5.7% | 874 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $70,000 | -14.6% | 874 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $82,000 | -5.7% | 874 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $87,000 | +4.8% | 874 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $83,000 | -2.4% | 874 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $85,000 | -100.0% | 874 | -53.4% | 0.00% | -50.0% |
| Q1 2021 | $176,306,000 | +476402.7% | 1,876 | +299.1% | 0.00% | +100.0% |
| Q4 2020 | $37,000 | +27.6% | 470 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +3.6% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | +27.3% | 470 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -73.5% | 470 | -59.1% | 0.00% | -50.0% |
| Q4 2019 | $83,000 | -20.2% | 1,150 | -26.3% | 0.00% | -50.0% |
| Q3 2019 | $104,000 | -1.0% | 1,560 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $105,000 | -11.0% | 1,560 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $118,000 | +4.4% | 1,560 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $113,000 | -21.5% | 1,560 | +43.3% | 0.01% | -30.0% |
| Q1 2018 | $144,000 | 0.0% | 1,089 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $144,000 | +928.6% | 1,089 | +838.8% | 0.01% | +450.0% |
| Q2 2017 | $14,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $14,000 | 0.0% | 116 | 0.0% | 0.00% | -66.7% |
| Q4 2016 | $14,000 | – | 116 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |