SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $268,896 | +2.2% | 3,200 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $263,072 | +8.7% | 3,200 | 0.0% | 0.04% | +5.6% |
| Q3 2022 | $242,000 | -5.5% | 3,200 | 0.0% | 0.04% | +5.9% |
| Q2 2022 | $256,000 | -14.4% | 3,200 | 0.0% | 0.03% | +9.7% |
| Q1 2022 | $299,000 | -6.0% | 3,200 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $318,000 | +5.0% | 3,200 | 0.0% | 0.03% | -6.1% |
| Q3 2021 | $303,000 | -22.5% | 3,200 | -20.0% | 0.03% | -26.7% |
| Q2 2021 | $391,000 | +4.0% | 4,000 | 0.0% | 0.04% | -8.2% |
| Q1 2021 | $376,000 | +16.8% | 4,000 | -1.2% | 0.05% | +6.5% |
| Q4 2020 | $322,000 | +30.4% | 4,048 | -0.3% | 0.05% | +4.5% |
| Q3 2020 | $247,000 | -40.6% | 4,062 | -29.3% | 0.04% | -40.5% |
| Q4 2019 | $416,000 | +49.6% | 5,742 | +38.6% | 0.07% | +29.8% |
| Q3 2019 | $278,000 | -5.4% | 4,142 | -4.6% | 0.06% | -14.9% |
| Q2 2019 | $294,000 | +1.7% | 4,342 | +0.3% | 0.07% | -6.9% |
| Q1 2019 | $289,000 | +28.4% | 4,331 | +15.5% | 0.07% | +9.1% |
| Q4 2018 | $225,000 | – | 3,751 | – | 0.07% | – |
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% |