SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,094,157 | -1.4% | 36,822 | -3.5% | 1.22% | -11.1% |
| Q4 2022 | $3,137,490 | +6.7% | 38,164 | -1.8% | 1.37% | -8.0% |
| Q3 2022 | $2,941,000 | -16.6% | 38,856 | -11.8% | 1.49% | -16.5% |
| Q2 2022 | $3,527,000 | -17.0% | 44,041 | -3.0% | 1.78% | -5.0% |
| Q1 2022 | $4,251,000 | +12.0% | 45,415 | +19.0% | 1.88% | +16.9% |
| Q4 2021 | $3,794,000 | +17.5% | 38,167 | +12.0% | 1.61% | +8.5% |
| Q3 2021 | $3,229,000 | +46.6% | 34,088 | +51.3% | 1.48% | +41.2% |
| Q2 2021 | $2,203,000 | +99.0% | 22,537 | +91.3% | 1.05% | +73.1% |
| Q1 2021 | $1,107,000 | +38.4% | 11,780 | +17.1% | 0.61% | +22.4% |
| Q4 2020 | $800,000 | +29.4% | 10,056 | -1.0% | 0.50% | +13.3% |
| Q3 2020 | $618,000 | +24.6% | 10,161 | +20.8% | 0.44% | +11.5% |
| Q2 2020 | $496,000 | +30.2% | 8,409 | +7.0% | 0.39% | +4.3% |
| Q1 2020 | $381,000 | +3.0% | 7,862 | +53.8% | 0.38% | +23.3% |
| Q4 2019 | $370,000 | +45.7% | 5,112 | +35.1% | 0.30% | +29.2% |
| Q3 2019 | $254,000 | – | 3,784 | – | 0.24% | – |
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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% |