SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,674 | -5.4% | 162,735 | -7.5% | 0.03% | -17.1% |
| Q4 2022 | $14,461 | -99.9% | 175,909 | +9.6% | 0.04% | +12.9% |
| Q3 2022 | $12,152,000 | -0.8% | 160,551 | +5.0% | 0.03% | -3.1% |
| Q2 2022 | $12,248,000 | +2.3% | 152,959 | +19.6% | 0.03% | +18.5% |
| Q1 2022 | $11,969,000 | -8.5% | 127,870 | -2.9% | 0.03% | -6.9% |
| Q4 2021 | $13,084,000 | -0.5% | 131,623 | -5.1% | 0.03% | -12.1% |
| Q3 2021 | $13,146,000 | +5.8% | 138,761 | +9.2% | 0.03% | +3.1% |
| Q2 2021 | $12,423,000 | +3.0% | 127,111 | -1.0% | 0.03% | -5.9% |
| Q1 2021 | $12,061,000 | +12.5% | 128,342 | -4.8% | 0.03% | +6.2% |
| Q4 2020 | $10,718,000 | +25.4% | 134,758 | -4.0% | 0.03% | +10.3% |
| Q3 2020 | $8,544,000 | -18.2% | 140,369 | -20.6% | 0.03% | -25.6% |
| Q2 2020 | $10,439,000 | +14.0% | 176,874 | -6.5% | 0.04% | -9.3% |
| Q1 2020 | $9,158,000 | -52.6% | 189,102 | -29.0% | 0.04% | -41.1% |
| Q4 2019 | $19,309,000 | +8.4% | 266,524 | +0.6% | 0.07% | -3.9% |
| Q3 2019 | $17,808,000 | +5.5% | 264,961 | +6.1% | 0.08% | +2.7% |
| Q2 2019 | $16,881,000 | +20.9% | 249,620 | +19.2% | 0.07% | +15.6% |
| Q1 2019 | $13,961,000 | +23.0% | 209,410 | +10.6% | 0.06% | +6.7% |
| Q4 2018 | $11,355,000 | -8.1% | 189,350 | +15.6% | 0.06% | +1.7% |
| Q3 2018 | $12,358,000 | +24.2% | 163,754 | +19.0% | 0.06% | +13.5% |
| Q2 2018 | $9,948,000 | +15.6% | 137,598 | +112.7% | 0.05% | +10.6% |
| Q1 2018 | $8,603,000 | +7.6% | 64,692 | +7.6% | 0.05% | +6.8% |
| Q4 2017 | $7,995,000 | – | 60,115 | – | 0.04% | – |
Download | ||||||
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% |