SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $953,013 | +7.8% | 11,592 | -0.7% | 0.19% | +5.0% |
| Q3 2022 | $884,000 | -5.2% | 11,678 | +0.3% | 0.18% | -3.2% |
| Q2 2022 | $932,000 | -16.0% | 11,638 | -1.9% | 0.18% | -1.6% |
| Q1 2022 | $1,110,000 | -5.9% | 11,861 | -0.1% | 0.19% | -3.1% |
| Q4 2021 | $1,180,000 | +4.4% | 11,872 | -0.5% | 0.19% | -4.9% |
| Q3 2021 | $1,130,000 | -1.3% | 11,927 | +1.8% | 0.20% | -1.4% |
| Q2 2021 | $1,145,000 | +5.7% | 11,711 | +1.6% | 0.21% | -1.9% |
| Q1 2021 | $1,083,000 | – | 11,528 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |