SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $693,167 | -46.4% | 8,254 | -47.5% | 0.04% | -41.7% |
| Q4 2022 | $1,292,826 | +106.2% | 15,726 | +89.8% | 0.06% | +62.2% |
| Q3 2022 | $627,000 | -5.4% | 8,287 | +0.1% | 0.04% | -2.6% |
| Q2 2022 | $663,000 | +111.8% | 8,280 | +147.7% | 0.04% | +245.5% |
| Q1 2022 | $313,000 | -5.7% | 3,343 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $332,000 | – | 3,343 | – | 0.01% | – |
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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% |