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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $91,425 | +16.7% | 1,088 | +14.2% | 0.00% | – |
| Q4 2022 | $78,346 | +8.8% | 953 | 0.0% | 0.00% | – |
| Q3 2022 | $72,000 | -2.7% | 953 | +2.5% | 0.00% | – |
| Q2 2022 | $74,000 | -22.1% | 930 | -8.8% | 0.00% | – |
| Q1 2022 | $95,000 | -8.7% | 1,020 | -2.9% | 0.00% | – |
| Q4 2021 | $104,000 | +18.2% | 1,050 | +12.9% | 0.00% | – |
| Q3 2021 | $88,000 | -3.3% | 930 | 0.0% | 0.00% | – |
| Q2 2021 | $91,000 | -94.1% | 930 | -94.3% | 0.00% | -100.0% |
| Q1 2021 | $1,544,000 | +1986.5% | 16,437 | +1667.4% | 0.00% | – |
| Q4 2020 | $74,000 | +29.8% | 930 | 0.0% | 0.00% | – |
| Q3 2020 | $57,000 | +3.6% | 930 | 0.0% | 0.00% | – |
| Q2 2020 | $55,000 | +22.2% | 930 | 0.0% | 0.00% | – |
| Q1 2020 | $45,000 | -62.8% | 930 | -44.5% | 0.00% | – |
| Q4 2019 | $121,000 | +92.1% | 1,677 | +80.3% | 0.00% | – |
| Q3 2019 | $63,000 | 0.0% | 930 | 0.0% | 0.00% | – |
| Q2 2019 | $63,000 | +65.8% | 930 | +86.0% | 0.00% | – |
| Q3 2018 | $38,000 | +8.6% | 500 | +75.4% | 0.00% | – |
| Q2 2017 | $35,000 | – | 285 | – | 0.00% | – |
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% |