SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $539,472 | +0.7% | 6,420 | -1.4% | 0.32% | -7.3% |
| Q4 2022 | $535,516 | -1.0% | 6,514 | -8.9% | 0.34% | -9.3% |
| Q3 2022 | $541,000 | +3.8% | 7,149 | +9.9% | 0.38% | +10.6% |
| Q2 2022 | $521,000 | -38.2% | 6,506 | -27.8% | 0.34% | -30.0% |
| Q1 2022 | $843,000 | -62.7% | 9,007 | -60.4% | 0.49% | -60.0% |
| Q4 2021 | $2,260,000 | -19.1% | 22,734 | -20.5% | 1.22% | -39.0% |
| Q2 2021 | $2,795,000 | +4.4% | 28,600 | +0.4% | 2.00% | -7.6% |
| Q1 2021 | $2,678,000 | +8.5% | 28,500 | +6.4% | 2.16% | +93.3% |
| Q4 2020 | $2,468,000 | – | 26,778 | – | 1.12% | – |
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% |