SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 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% |