SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,851,287 | +8.6% | 22,519 | 0.0% | 0.55% | +2.2% |
| Q3 2022 | $1,704,000 | -5.5% | 22,519 | 0.0% | 0.54% | -3.8% |
| Q2 2022 | $1,803,000 | -14.5% | 22,519 | 0.0% | 0.56% | -4.8% |
| Q1 2022 | $2,108,000 | -5.9% | 22,519 | 0.0% | 0.59% | -13.4% |
| Q4 2021 | $2,239,000 | +5.0% | 22,519 | 0.0% | 0.68% | -2.3% |
| Q3 2021 | $2,133,000 | -8.1% | 22,519 | -5.2% | 0.69% | +9.1% |
| Q2 2021 | $2,322,000 | +4.0% | 23,753 | 0.0% | 0.64% | +1.3% |
| Q1 2021 | $2,232,000 | +18.2% | 23,753 | 0.0% | 0.63% | +11.0% |
| Q4 2020 | $1,889,000 | +30.6% | 23,753 | 0.0% | 0.56% | +22.8% |
| Q3 2020 | $1,446,000 | +3.1% | 23,753 | 0.0% | 0.46% | -5.9% |
| Q2 2020 | $1,402,000 | +0.9% | 23,753 | -17.2% | 0.49% | -15.4% |
| Q1 2020 | $1,390,000 | -35.1% | 28,691 | -2.9% | 0.58% | -24.8% |
| Q4 2019 | $2,141,000 | +6.9% | 29,555 | -0.8% | 0.77% | +0.4% |
| Q3 2019 | $2,003,000 | -2.7% | 29,802 | -1.4% | 0.77% | -8.7% |
| Q2 2019 | $2,058,000 | +2.1% | 30,227 | 0.0% | 0.84% | -3.5% |
| Q1 2019 | $2,015,000 | +18.3% | 30,227 | +6.4% | 0.87% | +2.6% |
| Q4 2018 | $1,704,000 | – | 28,417 | – | 0.85% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |