SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 120 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $294,230 | +8.6% | 3,579 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $271,000 | -7.5% | 3,579 | -2.3% | 0.03% | -3.7% |
| Q2 2022 | $293,000 | -14.6% | 3,662 | 0.0% | 0.03% | -10.0% |
| Q1 2022 | $343,000 | -31.3% | 3,662 | -27.0% | 0.03% | -46.4% |
| Q4 2021 | $499,000 | +3.7% | 5,019 | -1.2% | 0.06% | +19.1% |
| Q3 2021 | $481,000 | -8.2% | 5,079 | -5.3% | 0.05% | -14.5% |
| Q2 2021 | $524,000 | -5.8% | 5,362 | -9.4% | 0.06% | -14.1% |
| Q1 2021 | $556,000 | +15.6% | 5,918 | -2.2% | 0.06% | +4.9% |
| Q4 2020 | $481,000 | +30.7% | 6,051 | 0.0% | 0.06% | +8.9% |
| Q3 2020 | $368,000 | -46.8% | 6,051 | -48.4% | 0.06% | -53.3% |
| Q2 2020 | $692,000 | -14.7% | 11,719 | -30.0% | 0.12% | -34.4% |
| Q1 2020 | $811,000 | -33.1% | 16,746 | +0.0% | 0.18% | -20.4% |
| Q4 2019 | $1,213,000 | +16.6% | 16,743 | +8.2% | 0.23% | +3.1% |
| Q3 2019 | $1,040,000 | -5.3% | 15,480 | -4.6% | 0.22% | -9.3% |
| Q2 2019 | $1,098,000 | +4.3% | 16,232 | +2.7% | 0.25% | -15.5% |
| Q1 2019 | $1,053,000 | +23.2% | 15,800 | +10.8% | 0.29% | -38.6% |
| Q4 2018 | $855,000 | -28.3% | 14,265 | -9.8% | 0.47% | +26.7% |
| Q3 2018 | $1,193,000 | +41.7% | 15,807 | +35.7% | 0.37% | +25.5% |
| Q2 2018 | $842,000 | +33.9% | 11,647 | +146.3% | 0.30% | +24.7% |
| Q1 2018 | $629,000 | -12.9% | 4,728 | -12.9% | 0.24% | -15.2% |
| Q4 2017 | $722,000 | – | 5,430 | – | 0.28% | – |
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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% |