SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $166,000 | -5.7% | 2,200 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $176,000 | -14.1% | 2,200 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $205,000 | -6.0% | 2,200 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $218,000 | +4.8% | 2,200 | 0.0% | 0.05% | -5.7% |
| Q3 2021 | $208,000 | -3.3% | 2,200 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $215,000 | +3.9% | 2,200 | 0.0% | 0.06% | -5.2% |
| Q1 2021 | $207,000 | +18.3% | 2,200 | 0.0% | 0.06% | +9.4% |
| Q4 2020 | $175,000 | +30.6% | 2,200 | -0.0% | 0.05% | +12.8% |
| Q3 2020 | $134,000 | +4.7% | 2,201 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $128,000 | +18.5% | 2,201 | -8.4% | 0.05% | -5.9% |
| Q1 2020 | $108,000 | -37.9% | 2,404 | +0.0% | 0.05% | -12.1% |
| Q4 2019 | $174,000 | +10.1% | 2,403 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $158,000 | -2.5% | 2,403 | +0.0% | 0.06% | -6.6% |
| Q2 2019 | $162,000 | – | 2,402 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |