SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |