SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $372,000 | +41.4% | 3,974 | +49.9% | 0.07% | +62.2% |
| Q4 2021 | $263,000 | +19.0% | 2,651 | +13.9% | 0.04% | -6.2% |
| Q3 2021 | $221,000 | -6.0% | 2,328 | -3.4% | 0.05% | -7.7% |
| Q2 2021 | $235,000 | +231.0% | 2,409 | +106.4% | 0.05% | +116.7% |
| Q3 2020 | $71,000 | -17.4% | 1,167 | -34.6% | 0.02% | -36.8% |
| Q1 2020 | $86,000 | +14.7% | 1,784 | +60.7% | 0.04% | +52.0% |
| Q3 2019 | $75,000 | 0.0% | 1,110 | 0.0% | 0.02% | +4.2% |
| Q2 2019 | $75,000 | +1.4% | 1,110 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $74,000 | – | 1,110 | – | 0.02% | – |
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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% |