SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |