SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $280,912 | +7.1% | 3,343 | +4.8% | 0.23% | -0.4% |
| Q4 2022 | $262,332 | +8.4% | 3,191 | 0.0% | 0.23% | +0.4% |
| Q3 2022 | $242,000 | -30.3% | 3,191 | -26.4% | 0.23% | -28.8% |
| Q2 2022 | $347,000 | +14.9% | 4,338 | +34.3% | 0.32% | +33.9% |
| Q1 2022 | $302,000 | -48.6% | 3,229 | -45.3% | 0.24% | -49.8% |
| Q4 2021 | $587,000 | – | 5,900 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |