SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,752,362 | +5.9% | 20,854 | +3.6% | 0.47% | -4.6% |
| Q4 2022 | $1,654,065 | +9.0% | 20,120 | +0.4% | 0.50% | +2.1% |
| Q3 2022 | $1,517,000 | -2.9% | 20,042 | +2.7% | 0.48% | +3.4% |
| Q2 2022 | $1,563,000 | -16.7% | 19,512 | -2.8% | 0.47% | +4.5% |
| Q1 2022 | $1,877,000 | -1.9% | 20,071 | +5.3% | 0.45% | +5.2% |
| Q4 2021 | $1,914,000 | +3.5% | 19,063 | -2.3% | 0.43% | -8.2% |
| Q3 2021 | $1,849,000 | -1.1% | 19,521 | +2.0% | 0.46% | -6.4% |
| Q2 2021 | $1,870,000 | +6.4% | 19,132 | +2.3% | 0.50% | -6.2% |
| Q1 2021 | $1,757,000 | +59.9% | 18,696 | +35.3% | 0.53% | +51.4% |
| Q4 2020 | $1,099,000 | +36.5% | 13,814 | +4.4% | 0.35% | +19.0% |
| Q3 2020 | $805,000 | -5.0% | 13,238 | -7.8% | 0.29% | -8.7% |
| Q2 2020 | $847,000 | +17.8% | 14,354 | -3.4% | 0.32% | -3.6% |
| Q1 2020 | $719,000 | -33.3% | 14,856 | +1.9% | 0.33% | -15.9% |
| Q4 2019 | $1,078,000 | – | 14,582 | – | 0.40% | – |
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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% |