SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $399 | -99.9% | 4,856 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $368,000 | -5.4% | 4,856 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $389,000 | -14.5% | 4,856 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $455,000 | -5.8% | 4,856 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $483,000 | +5.0% | 4,856 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $460,000 | -3.2% | 4,856 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $475,000 | +4.2% | 4,856 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $456,000 | +18.1% | 4,856 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $386,000 | +30.4% | 4,856 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $296,000 | +3.1% | 4,856 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $287,000 | +22.1% | 4,856 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $235,000 | -33.2% | 4,856 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $352,000 | +8.0% | 4,856 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $326,000 | -32.6% | 4,856 | -32.1% | 0.01% | -35.3% |
| Q2 2019 | $484,000 | +1.5% | 7,156 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $477,000 | +11.2% | 7,156 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $429,000 | -20.6% | 7,156 | 0.0% | 0.02% | -10.5% |
| Q3 2018 | $540,000 | +4.4% | 7,156 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $517,000 | +8.6% | 7,156 | +100.0% | 0.02% | +5.6% |
| Q1 2018 | $476,000 | 0.0% | 3,578 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $476,000 | +2.4% | 3,578 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $465,000 | +5.4% | 3,578 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $441,000 | +1.6% | 3,578 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $434,000 | +0.5% | 3,578 | 0.0% | 0.02% | -5.6% |
| Q4 2016 | $432,000 | +8.3% | 3,578 | 0.0% | 0.02% | +5.9% |
| Q3 2016 | $399,000 | +6.7% | 3,578 | 0.0% | 0.02% | +6.2% |
| Q2 2016 | $374,000 | +3.3% | 3,578 | 0.0% | 0.02% | +6.7% |
| Q1 2016 | $362,000 | – | 3,578 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |