SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 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 | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |