SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 221 filers reported holding SPDR SER TR in Q1 2021. 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 | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |