SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,764,081 | +2.2% | 56,695 | 0.0% | 0.50% | -8.6% |
Q4 2022 | $4,660,896 | +8.6% | 56,695 | 0.0% | 0.55% | -5.4% |
Q3 2022 | $4,291,000 | -5.5% | 56,695 | 0.0% | 0.58% | -4.8% |
Q2 2022 | $4,540,000 | -14.5% | 56,695 | 0.0% | 0.61% | +5.0% |
Q1 2022 | $5,307,000 | -42.5% | 56,695 | -38.9% | 0.58% | -39.8% |
Q4 2021 | $9,231,000 | – | 92,856 | – | 0.96% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |