SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $31,120 | +2.3% | 370 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $30,417 | +12.7% | 370 | +5.1% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | 0.0% | 352 | +3.8% | 0.00% | -20.0% |
| Q2 2022 | $27,000 | +50.0% | 339 | +76.6% | 0.01% | +66.7% |
| Q1 2022 | $18,000 | +50.0% | 192 | +60.0% | 0.00% | +50.0% |
| Q4 2021 | $12,000 | +20.0% | 120 | +14.3% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | – | 105 | +5150.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 2 | -96.1% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | – | 51 | +2450.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |