SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |