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 | $1,341,595 | +61.5% | 15,966 | +58.0% | 1.25% | +60.4% |
| Q4 2022 | $830,941 | -38.3% | 10,108 | -43.2% | 0.78% | -46.7% |
| Q3 2022 | $1,346,000 | -5.2% | 17,788 | +0.3% | 1.47% | +0.8% |
| Q2 2022 | $1,420,000 | -28.8% | 17,733 | -16.7% | 1.46% | -17.0% |
| Q1 2022 | $1,993,000 | -26.1% | 21,286 | -21.5% | 1.75% | -20.5% |
| Q4 2021 | $2,696,000 | +24.8% | 27,123 | +19.0% | 2.20% | +15.1% |
| Q3 2021 | $2,160,000 | -1.1% | 22,801 | +2.0% | 1.92% | -1.4% |
| Q2 2021 | $2,185,000 | +8.3% | 22,351 | +4.1% | 1.94% | +1.5% |
| Q1 2021 | $2,018,000 | +138.5% | 21,472 | +102.0% | 1.91% | +129.1% |
| Q4 2020 | $846,000 | – | 10,632 | – | 0.84% | – |
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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% |