SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 281 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |