SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $79,997 | -28.0% | 952 | -29.6% | 0.01% | -28.6% |
| Q4 2022 | $111,148 | -2.5% | 1,352 | -10.3% | 0.01% | -12.5% |
| Q3 2022 | $114,000 | -5.8% | 1,507 | 0.0% | 0.01% | +33.3% |
| Q2 2022 | $121,000 | -40.7% | 1,507 | -30.9% | 0.01% | -33.3% |
| Q1 2022 | $204,000 | -9.7% | 2,182 | -4.3% | 0.01% | 0.0% |
| Q4 2021 | $226,000 | +3.2% | 2,279 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $219,000 | +40.4% | 2,279 | +41.6% | 0.01% | +33.3% |
| Q2 2021 | $156,000 | +2.6% | 1,610 | +1.3% | 0.01% | +50.0% |
| Q1 2021 | $152,000 | -16.5% | 1,590 | -17.7% | 0.00% | -42.9% |
| Q4 2020 | $182,000 | +59.6% | 1,933 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $114,000 | +5.6% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $108,000 | +18.7% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $91,000 | -47.7% | 1,933 | -19.7% | 0.01% | -33.3% |
| Q4 2019 | $174,000 | +59.6% | 2,408 | +48.0% | 0.01% | +28.6% |
| Q3 2019 | $109,000 | -0.9% | 1,627 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $110,000 | +0.9% | 1,627 | -1.2% | 0.01% | 0.0% |
| Q1 2019 | $109,000 | +12.4% | 1,646 | +1.1% | 0.01% | 0.0% |
| Q4 2018 | $97,000 | +1.0% | 1,628 | +27.5% | 0.01% | +16.7% |
| Q3 2018 | $96,000 | +1820.0% | 1,277 | +1724.3% | 0.01% | – |
| Q2 2018 | $5,000 | -97.1% | 70 | -94.7% | 0.00% | -100.0% |
| Q1 2018 | $175,000 | -7.9% | 1,322 | -7.5% | 0.02% | -11.8% |
| Q4 2017 | $190,000 | +4.4% | 1,429 | +1.7% | 0.02% | -5.6% |
| Q3 2017 | $182,000 | +5.2% | 1,405 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $173,000 | +14.6% | 1,405 | +12.6% | 0.02% | +12.5% |
| Q1 2017 | $151,000 | +0.7% | 1,248 | 0.0% | 0.02% | -20.0% |
| Q4 2016 | $150,000 | +7.9% | 1,248 | 0.0% | 0.02% | +5.3% |
| Q3 2016 | $139,000 | +826.7% | 1,248 | +754.8% | 0.02% | +850.0% |
| Q2 2016 | $15,000 | +1400.0% | 146 | +1227.3% | 0.00% | – |
| Q1 2016 | $1,000 | – | 11 | – | 0.00% | – |
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% |