SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |