SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 284 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $83,525 | +1570.5% | 1,016 | +1651.7% | 0.00% | – |
| Q2 2022 | $5,000 | -68.8% | 58 | -66.5% | 0.00% | – |
| Q1 2022 | $16,000 | -38.5% | 173 | -34.7% | 0.00% | – |
| Q4 2021 | $26,000 | +44.4% | 265 | +43.2% | 0.00% | – |
| Q3 2021 | $18,000 | -85.4% | 185 | -85.3% | 0.00% | -100.0% |
| Q2 2021 | $123,000 | +355.6% | 1,259 | +335.6% | 0.00% | – |
| Q1 2021 | $27,000 | – | 289 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |