SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $438,411 | -77.3% | 5,217 | -79.6% | 0.09% | -82.5% |
| Q3 2022 | $1,931,000 | +61.6% | 25,515 | +70.9% | 0.52% | +6.2% |
| Q2 2022 | $1,195,000 | -49.0% | 14,934 | -40.7% | 0.48% | -42.7% |
| Q1 2022 | $2,344,000 | -14.3% | 25,204 | -8.5% | 0.85% | +610.9% |
| Q4 2021 | $2,735,000 | +18.3% | 27,548 | +12.9% | 0.12% | -85.6% |
| Q3 2021 | $2,312,000 | +10.1% | 24,400 | +13.6% | 0.82% | +1.1% |
| Q2 2021 | $2,099,000 | +160.4% | 21,470 | +129.2% | 0.82% | +107.1% |
| Q1 2021 | $806,000 | 0.0% | 9,367 | 0.0% | 0.39% | 0.0% |
| Q4 2020 | $806,000 | – | 9,367 | – | 0.39% | – |
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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% |