SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $670,395 | -65.4% | 8,417 | -62.9% | 0.14% | -69.0% |
| Q4 2022 | $1,938,261 | +123.8% | 22,678 | +98.3% | 0.45% | +93.9% |
| Q3 2022 | $866,000 | -27.1% | 11,439 | -22.9% | 0.23% | -8.7% |
| Q2 2022 | $1,188,000 | -8.5% | 14,840 | +7.0% | 0.25% | +9.1% |
| Q1 2022 | $1,298,000 | -14.2% | 13,865 | -8.9% | 0.23% | -12.1% |
| Q4 2021 | $1,513,000 | -7.2% | 15,225 | -10.0% | 0.26% | -12.0% |
| Q3 2021 | $1,630,000 | +74.7% | 16,920 | +76.3% | 0.30% | +34.5% |
| Q2 2021 | $933,000 | -20.7% | 9,599 | -21.1% | 0.22% | -25.4% |
| Q1 2021 | $1,177,000 | +67.2% | 12,167 | +37.6% | 0.30% | -5.1% |
| Q4 2020 | $704,000 | +217.1% | 8,845 | +182.8% | 0.32% | +189.0% |
| Q3 2020 | $222,000 | – | 3,128 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |