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 ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |