SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,000 | -68.8% | 189 | -63.4% | 0.01% | 0.0% |
| Q1 2022 | $48,000 | -5.9% | 517 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $51,000 | +4.1% | 517 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $49,000 | -3.9% | 517 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $51,000 | +4.1% | 517 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $49,000 | +19.5% | 517 | 0.0% | 0.01% | +50.0% |
| Q4 2020 | $41,000 | +32.3% | 517 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $31,000 | 0.0% | 517 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +24.0% | 517 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $25,000 | -32.4% | 517 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $37,000 | +5.7% | 517 | 0.0% | 0.01% | +33.3% |
| Q3 2019 | $35,000 | -5.4% | 517 | 0.0% | 0.01% | -25.0% |
| Q2 2019 | $37,000 | +8.8% | 517 | 0.0% | 0.01% | +33.3% |
| Q1 2019 | $34,000 | +9.7% | 517 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $31,000 | -20.5% | 517 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $39,000 | +5.4% | 517 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $37,000 | -77.0% | 517 | -57.3% | 0.01% | -77.8% |
| Q1 2018 | $161,000 | 0.0% | 1,211 | -63.3% | 0.04% | -5.3% |
| Q4 2017 | $161,000 | – | 3,299 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |