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 | $2,476,245 | +16.3% | 29,469 | +13.8% | 1.24% | +26.5% |
| Q4 2022 | $2,128,279 | +21.1% | 25,888 | +11.5% | 0.98% | +9.3% |
| Q3 2022 | $1,757,000 | -5.7% | 23,211 | -0.2% | 0.89% | -5.4% |
| Q2 2022 | $1,863,000 | -15.2% | 23,267 | -0.9% | 0.94% | -3.2% |
| Q1 2022 | $2,197,000 | +10.5% | 23,470 | +17.4% | 0.98% | +22.0% |
| Q4 2021 | $1,988,000 | +198700.0% | 19,997 | +333183.3% | 0.80% | – |
| Q3 2021 | $1,000 | – | 6 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 6 | – | 0.00% | – |
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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% |