SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2 | -100.0% | 25 | -95.8% | 0.00% | – |
| Q3 2022 | $44,000 | +37.5% | 596 | +49.0% | 0.00% | – |
| Q2 2022 | $32,000 | -31.9% | 400 | -23.1% | 0.00% | – |
| Q1 2022 | $47,000 | +14.6% | 520 | +24.4% | 0.00% | – |
| Q4 2021 | $41,000 | +7.9% | 418 | +0.5% | 0.00% | – |
| Q3 2021 | $38,000 | -47.2% | 416 | -44.0% | 0.00% | – |
| Q2 2021 | $72,000 | +4.3% | 743 | +0.3% | 0.00% | – |
| Q1 2021 | $69,000 | +19.0% | 741 | +0.3% | 0.00% | – |
| Q4 2020 | $58,000 | +31.8% | 739 | +0.4% | 0.00% | – |
| Q3 2020 | $44,000 | – | 736 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |