SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $413,312 | -8.6% | 5,157 | -6.2% | 0.02% | -29.0% |
| Q4 2022 | $452,116 | -33.0% | 5,500 | -30.7% | 0.03% | -39.2% |
| Q3 2022 | $675,000 | +7.7% | 7,936 | +1.4% | 0.05% | +2.0% |
| Q2 2022 | $627,000 | -10.7% | 7,824 | -7.1% | 0.05% | -9.1% |
| Q1 2022 | $702,000 | +2.3% | 8,421 | +16.4% | 0.06% | -19.1% |
| Q3 2021 | $686,000 | +0.4% | 7,237 | +3.6% | 0.07% | -2.9% |
| Q2 2021 | $683,000 | +5591.7% | 6,988 | +5317.1% | 0.07% | +6900.0% |
| Q1 2021 | $12,000 | -20.0% | 129 | -32.1% | 0.00% | -50.0% |
| Q4 2020 | $15,000 | -37.5% | 190 | -52.1% | 0.00% | -50.0% |
| Q3 2020 | $24,000 | -7.7% | 397 | -11.4% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | -23.5% | 448 | -36.4% | 0.00% | -33.3% |
| Q1 2020 | $34,000 | -41.4% | 704 | -11.8% | 0.01% | -33.3% |
| Q4 2019 | $58,000 | +5.5% | 798 | -1.7% | 0.01% | 0.0% |
| Q3 2019 | $55,000 | -1.8% | 812 | -2.8% | 0.01% | -18.2% |
| Q2 2019 | $56,000 | +5.7% | 835 | +4.4% | 0.01% | -15.4% |
| Q1 2019 | $53,000 | +10.4% | 800 | +0.5% | 0.01% | +8.3% |
| Q4 2018 | $48,000 | -2.0% | 796 | +22.1% | 0.01% | +9.1% |
| Q3 2018 | $49,000 | +25.6% | 652 | +22.1% | 0.01% | +10.0% |
| Q2 2018 | $39,000 | +225.0% | 534 | +506.8% | 0.01% | +233.3% |
| Q1 2018 | $12,000 | +9.1% | 88 | +10.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | – | 80 | – | 0.00% | – |
Download | ||||||
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% |