SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 263 filers reported holding SPDR SER TR in Q4 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 | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |