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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $22,018,780 | -16.3% | 262,035 | -18.1% | 2.73% | -18.5% |
| Q4 2022 | $26,298,874 | +5.8% | 319,899 | -2.6% | 3.35% | -4.0% |
| Q3 2022 | $24,852,000 | -6.0% | 328,344 | -0.5% | 3.49% | -1.5% |
| Q2 2022 | $26,430,000 | -15.2% | 330,051 | -0.8% | 3.54% | -1.6% |
| Q1 2022 | $31,152,000 | -5.5% | 332,787 | +0.3% | 3.60% | -2.3% |
| Q4 2021 | $32,972,000 | +3.0% | 331,677 | -1.9% | 3.68% | -4.2% |
| Q3 2021 | $32,000,000 | 0.0% | 338,136 | +4.1% | 3.85% | -3.8% |
| Q2 2021 | $32,000,000 | +10.3% | 324,855 | +4.4% | 4.00% | +5.7% |
| Q1 2021 | $29,000,000 | +45.0% | 311,237 | +26.8% | 3.79% | +29.1% |
| Q4 2020 | $20,000,000 | +35.6% | 245,445 | +1.3% | 2.93% | +17.8% |
| Q3 2020 | $14,744,000 | +3.1% | 242,215 | -0.0% | 2.49% | -4.7% |
| Q2 2020 | $14,301,000 | -28.9% | 242,304 | -41.7% | 2.61% | -44.4% |
| Q1 2020 | $20,115,000 | – | 415,340 | – | 4.70% | – |
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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% |