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 | $910,887 | +8.6% | 11,080 | 0.0% | 0.06% | -1.6% |
| Q3 2022 | $839,000 | -0.1% | 11,080 | +5.7% | 0.06% | +3.4% |
| Q2 2022 | $840,000 | -14.5% | 10,486 | 0.0% | 0.06% | -1.7% |
| Q1 2022 | $982,000 | -5.8% | 10,486 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $1,042,000 | +4.9% | 10,486 | 0.0% | 0.06% | -3.2% |
| Q3 2021 | $993,000 | -48.0% | 10,486 | -46.3% | 0.06% | -47.5% |
| Q2 2021 | $1,908,000 | +4.0% | 19,521 | 0.0% | 0.12% | -0.8% |
| Q1 2021 | $1,835,000 | +18.2% | 19,521 | 0.0% | 0.12% | +7.1% |
| Q4 2020 | $1,553,000 | – | 19,521 | – | 0.11% | – |
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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% |