SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $126,045 | +2.2% | 1,500 | 0.0% | 0.06% | -3.2% |
| Q4 2022 | $123,315 | +8.2% | 1,500 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $114,000 | -5.0% | 1,500 | 0.0% | 0.06% | -3.2% |
| Q2 2022 | $120,000 | -14.3% | 1,500 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $140,000 | -6.0% | 1,500 | 0.0% | 0.06% | -4.5% |
| Q4 2021 | $149,000 | +4.9% | 1,500 | 0.0% | 0.07% | -4.3% |
| Q3 2021 | $142,000 | -3.4% | 1,500 | 0.0% | 0.07% | -6.7% |
| Q2 2021 | $147,000 | +4.3% | 1,500 | 0.0% | 0.08% | -3.8% |
| Q1 2021 | $141,000 | +18.5% | 1,500 | 0.0% | 0.08% | +11.4% |
| Q4 2020 | $119,000 | +30.8% | 1,500 | 0.0% | 0.07% | +14.8% |
| Q3 2020 | $91,000 | +2.2% | 1,500 | 0.0% | 0.06% | -6.2% |
| Q2 2020 | $89,000 | +21.9% | 1,500 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $73,000 | -59.7% | 1,500 | -40.0% | 0.06% | -50.0% |
| Q4 2019 | $181,000 | – | 2,500 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |