SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $45,659 | -57.2% | 603 | -54.7% | 0.00% | -50.0% |
| Q2 2022 | $106,586 | -3.3% | 1,331 | +13.1% | 0.00% | 0.0% |
| Q1 2022 | $110,179 | +11.7% | 1,177 | +18.6% | 0.00% | +33.3% |
| Q4 2021 | $98,615 | -14.1% | 992 | -18.2% | 0.00% | -25.0% |
| Q3 2021 | $114,825 | -3.1% | 1,212 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $118,461 | +4.0% | 1,212 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $113,904 | +18.2% | 1,212 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $96,402 | +30.7% | 1,212 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $73,774 | +3.1% | 1,212 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $71,532 | -47.0% | 1,212 | -56.5% | 0.01% | -54.5% |
| Q1 2020 | $134,926 | -34.8% | 2,786 | -2.5% | 0.01% | -26.7% |
| Q4 2019 | $207,062 | -17.4% | 2,858 | -23.3% | 0.02% | -28.6% |
| Q3 2019 | $250,559 | -0.6% | 3,728 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $252,125 | +75.6% | 3,728 | +73.1% | 0.02% | +50.0% |
| Q1 2019 | $143,607 | +11.2% | 2,154 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $129,175 | -25.5% | 2,154 | -6.3% | 0.02% | -20.0% |
| Q3 2018 | $173,430 | +4.4% | 2,298 | 0.0% | 0.02% | -13.0% |
| Q2 2018 | $166,145 | +8.7% | 2,298 | +100.0% | 0.02% | 0.0% |
| Q1 2018 | $152,806 | +954.1% | 1,149 | +954.1% | 0.02% | +1050.0% |
| Q4 2017 | $14,497 | – | 109 | – | 0.00% | – |
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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% |