SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 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 ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |