SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $550,658 | -2.5% | 6,553 | -4.6% | 0.30% | -10.0% |
| Q4 2022 | $564,545 | +15.4% | 6,867 | +6.4% | 0.33% | +4.1% |
| Q3 2022 | $489,000 | -8.3% | 6,453 | -3.1% | 0.32% | -4.5% |
| Q2 2022 | $533,000 | -23.2% | 6,657 | -10.1% | 0.33% | -26.5% |
| Q1 2022 | $694,000 | +1.3% | 7,409 | 0.0% | 0.45% | -8.7% |
| Q4 2021 | $685,000 | +0.4% | 7,409 | +2.9% | 0.50% | +4.2% |
| Q3 2021 | $682,000 | -5.3% | 7,200 | -2.3% | 0.48% | -6.5% |
| Q2 2021 | $720,000 | +4.5% | 7,368 | +0.5% | 0.51% | -9.3% |
| Q1 2021 | $689,000 | -4.0% | 7,330 | -18.8% | 0.56% | -1.6% |
| Q4 2020 | $718,000 | – | 9,022 | – | 0.57% | – |
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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% |