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 | $616,528 | +2.2% | 7,337 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $603,175 | +14.0% | 7,337 | +4.9% | 0.01% | +9.1% |
| Q3 2022 | $529,000 | -5.5% | 6,993 | +0.1% | 0.01% | -8.3% |
| Q2 2022 | $560,000 | -14.4% | 6,987 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $654,000 | -5.9% | 6,987 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $695,000 | +5.0% | 6,987 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $662,000 | -2.9% | 6,987 | +0.2% | 0.01% | -7.7% |
| Q2 2021 | $682,000 | +4.0% | 6,975 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $656,000 | +18.2% | 6,975 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $555,000 | +34.4% | 6,975 | +2.8% | 0.01% | +20.0% |
| Q3 2020 | $413,000 | +5.9% | 6,786 | +2.8% | 0.01% | 0.0% |
| Q2 2020 | $390,000 | +6.0% | 6,600 | -13.2% | 0.01% | -9.1% |
| Q1 2020 | $368,000 | -33.2% | 7,600 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $551,000 | +13.8% | 7,600 | +5.6% | 0.01% | +8.3% |
| Q3 2019 | $484,000 | – | 7,200 | – | 0.01% | – |
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% |