SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |