SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $486,870 | +2.2% | 5,794 | 0.0% | 0.27% | -3.9% |
Q4 2022 | $476,325 | +8.8% | 5,794 | 0.0% | 0.28% | -5.1% |
Q3 2022 | $438,000 | -5.6% | 5,794 | 0.0% | 0.30% | 0.0% |
Q2 2022 | $464,000 | -14.4% | 5,794 | 0.0% | 0.30% | +0.3% |
Q1 2022 | $542,000 | -5.9% | 5,794 | 0.0% | 0.30% | -1.0% |
Q4 2021 | $576,000 | – | 5,794 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Taylor & Morgan Wealth Management, LLC | 132,789 | $12,430,000 | 10.17% |
Wall Capital Group, Inc. | 188,300 | $17,627,000 | 7.26% |
RVW Wealth, LLC | 332,787 | $31,152,000 | 3.60% |
Ferguson Shapiro LLC | 51,124 | $4,786,000 | 2.35% |
Gerber Kawasaki Wealth & Investment Management | 266,943 | $24,988,000 | 2.04% |
Montz Harcus Wealth Management LLC | 22,390 | $2,096,000 | 1.88% |
IFG Advisors, LLC | 45,415 | $4,251,000 | 1.88% |
OneDigital Investment Advisors LLC | 530,565 | $49,666,000 | 1.88% |
DEFINED WEALTH MANAGEMENT, LLC | 21,286 | $1,993,000 | 1.75% |
DIXON HUBARD FEINOUR & BROWN INC/VA | 158,530 | $14,840,000 | 1.49% |