SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 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 | 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% |