SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |