SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,720 | -46.2% | 2,948 | -47.4% | 0.13% | -48.6% |
| Q4 2022 | $460,855 | +18.8% | 5,606 | +9.4% | 0.25% | +17.1% |
| Q3 2022 | $388,000 | +20.1% | 5,123 | +27.0% | 0.21% | +23.4% |
| Q2 2022 | $323,000 | -41.1% | 4,033 | -31.1% | 0.17% | -27.8% |
| Q1 2022 | $548,000 | +8.9% | 5,850 | +15.5% | 0.24% | +8.7% |
| Q4 2021 | $503,000 | +5.9% | 5,063 | +0.9% | 0.22% | -1.8% |
| Q3 2021 | $475,000 | +11.2% | 5,017 | +10.6% | 0.22% | -10.8% |
| Q2 2021 | $427,000 | – | 4,536 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |