SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $807,276 | +2.1% | 9,607 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $790,777 | +9.5% | 9,619 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $722,000 | -5.4% | 9,541 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $763,000 | -9.2% | 9,541 | +6.3% | 0.01% | 0.0% |
| Q1 2022 | $840,000 | -5.1% | 8,975 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $885,000 | +4.9% | 8,906 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $844,000 | -4.5% | 8,906 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $884,000 | +22.6% | 9,042 | -0.2% | 0.01% | +12.5% |
| Q4 2020 | $721,000 | +30.6% | 9,064 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $552,000 | +51.2% | 9,064 | +19.9% | 0.01% | +40.0% |
| Q1 2020 | $365,000 | – | 7,560 | – | 0.01% | – |
Download | ||||||
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% |