SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $118,146 | +11.0% | 1,406 | 0.0% | 0.04% | -14.0% |
| Q4 2022 | $106,420 | +0.4% | 1,406 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $106,000 | -7.0% | 1,406 | 0.0% | 0.05% | -19.4% |
| Q2 2022 | $114,000 | -13.6% | 1,406 | 0.0% | 0.06% | -6.1% |
| Q1 2022 | $132,000 | -2.9% | 1,406 | +2.9% | 0.07% | -2.9% |
| Q4 2021 | $136,000 | +5.4% | 1,366 | 0.0% | 0.07% | -6.8% |
| Q3 2021 | $129,000 | -0.8% | 1,366 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $130,000 | -12.2% | 1,366 | -13.3% | 0.07% | -25.5% |
| Q1 2021 | $148,000 | +10.4% | 1,576 | -6.2% | 0.10% | -2.0% |
| Q4 2020 | $134,000 | +63.4% | 1,681 | 0.0% | 0.10% | +19.0% |
| Q1 2020 | $82,000 | – | 1,681 | – | 0.08% | – |
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% |