SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $834 | +4.9% | 9,924 | +2.6% | 0.02% | -22.7% |
| Q4 2022 | $795 | -99.9% | 9,676 | +3.2% | 0.02% | -4.3% |
| Q3 2022 | $710,000 | -3.3% | 9,378 | +2.3% | 0.02% | 0.0% |
| Q2 2022 | $734,000 | -9.2% | 9,171 | +6.2% | 0.02% | -8.0% |
| Q1 2022 | $808,000 | -43.6% | 8,632 | -40.1% | 0.02% | -41.9% |
| Q4 2021 | $1,433,000 | +9.5% | 14,418 | +4.3% | 0.04% | 0.0% |
| Q3 2021 | $1,309,000 | +236.5% | 13,821 | +247.3% | 0.04% | +207.1% |
| Q2 2021 | $389,000 | – | 3,979 | – | 0.01% | – |
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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% |