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% | – |
Download | ||||||
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% |