SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $22,922 | +35.5% | 276,644 | +34.8% | 0.06% | +27.3% |
| Q4 2022 | $16,911 | -99.9% | 205,197 | -20.5% | 0.04% | -18.5% |
| Q3 2022 | $19,624,000 | +26.4% | 258,175 | +33.2% | 0.05% | +31.7% |
| Q2 2022 | $15,521,000 | -7.3% | 193,808 | +8.4% | 0.04% | +24.2% |
| Q1 2022 | $16,744,000 | +6.6% | 178,861 | +11.3% | 0.03% | +10.0% |
| Q4 2021 | $15,702,000 | -1.8% | 160,654 | -4.8% | 0.03% | -6.2% |
| Q3 2021 | $15,990,000 | +1.8% | 168,768 | +5.1% | 0.03% | 0.0% |
| Q2 2021 | $15,702,000 | -1.5% | 160,654 | -5.3% | 0.03% | -8.6% |
| Q1 2021 | $15,936,000 | +4.2% | 169,563 | -11.8% | 0.04% | 0.0% |
| Q4 2020 | $15,297,000 | +50.3% | 192,309 | +15.0% | 0.04% | +29.6% |
| Q3 2020 | $10,178,000 | +141.6% | 167,213 | +92.2% | 0.03% | +107.7% |
| Q2 2020 | $4,213,000 | 0.0% | 86,993 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $4,213,000 | +321.3% | 86,993 | +530.6% | 0.02% | +400.0% |
| Q4 2019 | $1,000,000 | +29.9% | 13,796 | +20.5% | 0.00% | +50.0% |
| Q3 2019 | $770,000 | -74.4% | 11,452 | -74.3% | 0.00% | -77.8% |
| Q2 2019 | $3,013,000 | +615.7% | 44,548 | +604.8% | 0.01% | +800.0% |
| Q1 2019 | $421,000 | – | 6,321 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |