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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $272,619 | +3.5% | 3,245 | +1.2% | 0.01% | 0.0% |
| Q4 2022 | $263,283 | -2.1% | 3,208 | -4.3% | 0.01% | -13.3% |
| Q2 2022 | $269,000 | -17.0% | 3,352 | -2.9% | 0.02% | -21.1% |
| Q1 2022 | $324,000 | -6.9% | 3,452 | -1.8% | 0.02% | -13.6% |
| Q4 2021 | $348,000 | +4.5% | 3,516 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $333,000 | +42.9% | 3,516 | +41.6% | 0.02% | +4.5% |
| Q1 2021 | $233,000 | – | 2,483 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |