SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $354,055 | +17.1% | 4,213 | +14.5% | 0.00% | +33.3% |
| Q4 2022 | $302,451 | -99.9% | 3,679 | -40.9% | 0.00% | 0.0% |
| Q3 2022 | $235,235,000 | +81015.5% | 6,220 | +71.8% | 0.00% | 0.0% |
| Q2 2022 | $290,000 | +21.3% | 3,621 | +42.1% | 0.00% | +50.0% |
| Q1 2022 | $239,000 | +6.7% | 2,549 | +13.0% | 0.00% | 0.0% |
| Q4 2021 | $224,000 | -8.6% | 2,256 | -12.8% | 0.00% | 0.0% |
| Q3 2021 | $245,000 | +8.9% | 2,587 | +12.3% | 0.00% | -33.3% |
| Q2 2021 | $225,000 | +1.8% | 2,303 | -2.2% | 0.00% | 0.0% |
| Q1 2021 | $221,000 | -90.1% | 2,354 | -91.6% | 0.00% | -88.5% |
| Q4 2020 | $2,235,000 | -99.4% | 28,142 | +28042.0% | 0.03% | +271.4% |
| Q3 2020 | $366,000,000 | – | 100 | – | 0.01% | – |
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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% |