SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $429,393 | +2.2% | 5,110 | 0.0% | 0.08% | -6.6% |
| Q4 2022 | $420,093 | +8.6% | 5,110 | 0.0% | 0.09% | +3.4% |
| Q3 2022 | $387,000 | -5.4% | 5,110 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $409,000 | -14.4% | 5,110 | 0.0% | 0.09% | 0.0% |
| Q1 2022 | $478,000 | -5.9% | 5,110 | 0.0% | 0.09% | +4.8% |
| Q4 2021 | $508,000 | +5.0% | 5,110 | 0.0% | 0.08% | -7.7% |
| Q3 2021 | $484,000 | -3.0% | 5,110 | 0.0% | 0.09% | -4.2% |
| Q2 2021 | $499,000 | +4.0% | 5,110 | 0.0% | 0.10% | -5.9% |
| Q1 2021 | $480,000 | -15.2% | 5,110 | -28.1% | 0.10% | -27.9% |
| Q4 2020 | $566,000 | +30.7% | 7,110 | 0.0% | 0.14% | +8.5% |
| Q3 2020 | $433,000 | +3.1% | 7,110 | 0.0% | 0.13% | -11.6% |
| Q2 2020 | $420,000 | +22.1% | 7,110 | 0.0% | 0.15% | +2.1% |
| Q1 2020 | $344,000 | -33.2% | 7,110 | 0.0% | 0.14% | -6.5% |
| Q4 2019 | $515,000 | +7.7% | 7,110 | 0.0% | 0.15% | -2.5% |
| Q3 2019 | $478,000 | -0.6% | 7,110 | 0.0% | 0.16% | +3.3% |
| Q2 2019 | $481,000 | +1.5% | 7,110 | 0.0% | 0.15% | -1.9% |
| Q1 2019 | $474,000 | +11.3% | 7,110 | 0.0% | 0.16% | -3.7% |
| Q4 2018 | $426,000 | -20.7% | 7,110 | 0.0% | 0.16% | -9.0% |
| Q3 2018 | $537,000 | – | 7,110 | – | 0.18% | – |
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% |