SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |