SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
---|---|---|---|
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% |