SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. 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 | 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% |