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 | $559,808 | +95.8% | 6,662 | +91.5% | 0.00% | – |
| Q4 2022 | $285,926 | -5.9% | 3,478 | -13.5% | 0.00% | – |
| Q3 2022 | $304,000 | +12.6% | 4,020 | +19.1% | 0.00% | – |
| Q2 2022 | $270,000 | -12.9% | 3,376 | +1.9% | 0.00% | – |
| Q1 2022 | $310,000 | -1.9% | 3,313 | +4.3% | 0.00% | – |
| Q4 2021 | $316,000 | +13.7% | 3,175 | +8.2% | 0.00% | – |
| Q3 2021 | $278,000 | +152.7% | 2,934 | +160.6% | 0.00% | – |
| Q2 2021 | $110,000 | -7.6% | 1,126 | -10.8% | 0.00% | – |
| Q1 2021 | $119,000 | +58.7% | 1,263 | +33.8% | 0.00% | – |
| Q4 2020 | $75,000 | +23.0% | 944 | -6.3% | 0.00% | – |
| Q3 2020 | $61,000 | +1.7% | 1,007 | -1.1% | 0.00% | – |
| Q2 2020 | $60,000 | +30.4% | 1,018 | +6.3% | 0.00% | – |
| Q1 2020 | $46,000 | -53.5% | 958 | -29.6% | 0.00% | – |
| Q4 2019 | $99,000 | +8.8% | 1,360 | +0.9% | 0.00% | – |
| Q3 2019 | $91,000 | +5.8% | 1,348 | +6.0% | 0.00% | – |
| Q2 2019 | $86,000 | +79.2% | 1,272 | +76.9% | 0.00% | – |
| Q1 2019 | $48,000 | +6.7% | 719 | -4.8% | 0.00% | – |
| Q4 2018 | $45,000 | -41.6% | 755 | -26.4% | 0.00% | – |
| Q3 2018 | $77,000 | – | 1,026 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |