SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. 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 ↓ |
|---|---|---|---|
| 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% |