SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $732,910 | -11.3% | 8,722 | -13.2% | 0.86% | -5.4% |
| Q4 2022 | $825,964 | +8.3% | 10,047 | -0.3% | 0.90% | +15.7% |
| Q3 2022 | $763,000 | -11.0% | 10,082 | -5.8% | 0.78% | +3.3% |
| Q2 2022 | $857,000 | -16.2% | 10,707 | -2.1% | 0.76% | -1.6% |
| Q1 2022 | $1,023,000 | -5.9% | 10,932 | 0.0% | 0.77% | -2.5% |
| Q4 2021 | $1,087,000 | +3.5% | 10,932 | -1.4% | 0.79% | -7.2% |
| Q3 2021 | $1,050,000 | -6.2% | 11,082 | -3.3% | 0.85% | -6.4% |
| Q2 2021 | $1,120,000 | -0.2% | 11,459 | -4.1% | 0.91% | -28.9% |
| Q1 2021 | $1,122,000 | +8.6% | 11,944 | -8.0% | 1.28% | +6.2% |
| Q4 2020 | $1,033,000 | +9.3% | 12,984 | -16.3% | 1.20% | +1.5% |
| Q3 2020 | $945,000 | -14.6% | 15,521 | -8.2% | 1.18% | -14.7% |
| Q2 2020 | $1,106,000 | -15.4% | 16,899 | -37.4% | 1.39% | -14.8% |
| Q1 2020 | $1,307,000 | -49.4% | 26,981 | -24.3% | 1.63% | -40.6% |
| Q4 2019 | $2,584,000 | – | 35,662 | – | 2.74% | – |
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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% |