SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |