SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 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% | – |
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% |