SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 177 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,392,000 | +30.7% | 80,356 | 0.0% | 0.64% | +11.6% |
| Q3 2020 | $4,891,000 | +3.1% | 80,356 | 0.0% | 0.57% | +8.2% |
| Q2 2020 | $4,743,000 | +21.8% | 80,356 | -0.1% | 0.53% | -0.9% |
| Q1 2020 | $3,894,000 | -33.2% | 80,413 | -0.1% | 0.53% | -36.3% |
| Q4 2019 | $5,831,000 | +6.8% | 80,488 | -0.9% | 0.83% | -18.6% |
| Q3 2019 | $5,460,000 | -0.6% | 81,244 | 0.0% | 1.02% | -3.3% |
| Q2 2019 | $5,495,000 | -3.1% | 81,244 | -4.5% | 1.06% | -8.2% |
| Q1 2019 | $5,671,000 | +11.2% | 85,056 | 0.0% | 1.15% | -14.8% |
| Q4 2018 | $5,101,000 | – | 85,056 | – | 1.36% | – |
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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% |