SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. 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% | – |
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% |