SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25,209 | +2.2% | 300 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $24,663 | +2.8% | 300 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $24,000 | 0.0% | 300 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $24,000 | -14.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 300 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $30,000 | +7.1% | 300 | 0.0% | 0.02% | -16.7% |
| Q3 2021 | $28,000 | -3.4% | 300 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $29,000 | +3.6% | 300 | 0.0% | 0.02% | -17.4% |
| Q1 2021 | $28,000 | +16.7% | 300 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $24,000 | – | 300 | – | 0.02% | – |
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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% |