SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 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 ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 115,879 | $11,520,000 | 9.32% |
| Wall Capital Group, Inc. | 199,633 | $19,846,000 | 6.91% |
| RVW Wealth, LLC | 331,677 | $32,972,000 | 3.68% |
| JD Financial Services Inc. | 44,353 | $4,409,000 | 3.63% |
| Ferguson Shapiro LLC | 53,754 | $5,344,000 | 2.88% |
| Laraway Financial Advisors Inc | 29,330 | $2,576,000 | 2.30% |
| DEFINED WEALTH MANAGEMENT, LLC | 27,123 | $2,696,000 | 2.20% |
| Montz Harcus Wealth Management LLC | 22,452 | $2,232,000 | 1.96% |
| OneDigital Investment Advisors LLC | 510,584 | $50,757,000 | 1.80% |
| IFG Advisors, LLC | 38,167 | $3,794,000 | 1.61% |