SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,069,377 | -4.0% | 24,627 | -6.1% | 1.04% | -0.4% |
| Q4 2022 | $2,155,626 | -3.2% | 26,221 | -2.9% | 1.05% | -5.8% |
| Q3 2022 | $2,228,000 | -3.5% | 27,000 | +3.1% | 1.11% | -5.0% |
| Q2 2022 | $2,309,000 | -5.1% | 26,196 | -7.1% | 1.17% | -11.5% |
| Q1 2022 | $2,434,000 | -15.2% | 28,202 | -2.3% | 1.32% | -14.3% |
| Q4 2021 | $2,871,000 | +1.9% | 28,876 | +0.3% | 1.54% | -1.7% |
| Q3 2021 | $2,818,000 | -1.1% | 28,787 | -3.7% | 1.57% | -7.1% |
| Q2 2021 | $2,849,000 | -5.4% | 29,881 | -8.1% | 1.69% | -18.0% |
| Q1 2021 | $3,011,000 | -6.0% | 32,507 | -6.3% | 2.06% | -9.2% |
| Q4 2020 | $3,202,000 | – | 34,683 | – | 2.27% | – |
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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% |