SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 153 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $430,000 | -3.2% | 4,538 | 0.0% | 0.26% | +1.2% |
| Q2 2021 | $444,000 | +4.2% | 4,538 | 0.0% | 0.26% | -2.7% |
| Q1 2021 | $426,000 | +54.3% | 4,538 | 0.0% | 0.26% | +27.5% |
| Q4 2020 | $276,000 | -1.4% | 4,538 | 0.0% | 0.21% | -0.5% |
| Q3 2020 | $280,000 | -14.4% | 4,538 | -18.1% | 0.21% | -30.2% |
| Q2 2020 | $327,000 | +13.9% | 5,538 | 0.0% | 0.30% | +10.4% |
| Q1 2020 | $287,000 | -60.6% | 5,538 | -45.3% | 0.27% | -49.1% |
| Q4 2019 | $729,000 | +7.2% | 10,120 | 0.0% | 0.53% | -14.5% |
| Q3 2019 | $680,000 | +0.4% | 10,120 | 0.0% | 0.62% | -0.5% |
| Q2 2019 | $677,000 | +6.8% | 10,120 | +7.8% | 0.62% | -2.4% |
| Q1 2019 | $634,000 | +7.1% | 9,390 | 0.0% | 0.64% | -21.4% |
| Q4 2018 | $592,000 | -10.8% | 9,390 | -4.5% | 0.81% | -4.1% |
| Q3 2018 | $664,000 | +6.4% | 9,830 | +13.9% | 0.85% | +17.3% |
| Q2 2018 | $624,000 | -38.8% | 8,630 | +12.6% | 0.72% | -9.4% |
| Q1 2018 | $1,019,000 | -2.5% | 7,665 | 0.0% | 0.80% | +6.6% |
| Q4 2017 | $1,045,000 | – | 7,665 | – | 0.75% | – |
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% |