SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |