SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $113 | -2.6% | 1,340 | -4.8% | 0.04% | -8.7% |
| Q4 2022 | $116 | -99.9% | 1,407 | 0.0% | 0.05% | -8.0% |
| Q3 2022 | $106,000 | -6.2% | 1,407 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $113,000 | -24.7% | 1,407 | -12.4% | 0.05% | -9.3% |
| Q1 2022 | $150,000 | -6.2% | 1,607 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $160,000 | +5.3% | 1,607 | 0.0% | 0.06% | -5.1% |
| Q3 2021 | $152,000 | +2.0% | 1,607 | +5.2% | 0.06% | -1.7% |
| Q2 2021 | $149,000 | +3.5% | 1,527 | 0.0% | 0.06% | -17.8% |
| Q1 2021 | $144,000 | +53.2% | 1,527 | +29.7% | 0.07% | +46.0% |
| Q4 2020 | $94,000 | +30.6% | 1,177 | 0.0% | 0.05% | +16.3% |
| Q3 2020 | $72,000 | +22.0% | 1,177 | +17.7% | 0.04% | +10.3% |
| Q2 2020 | $59,000 | +22.9% | 1,000 | 0.0% | 0.04% | -9.3% |
| Q1 2020 | $48,000 | – | 1,000 | – | 0.04% | – |
Download | ||||||
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% |