SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $50,418 | +2.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $49,326 | +9.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -6.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $48,000 | -14.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -6.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $60,000 | -33.3% | 600 | -37.0% | 0.00% | -50.0% |
| Q3 2021 | $90,000 | -32.8% | 953 | -30.7% | 0.00% | -33.3% |
| Q2 2021 | $134,000 | -28.7% | 1,375 | -31.2% | 0.00% | -25.0% |
| Q1 2021 | $188,000 | +6.8% | 2,000 | -9.5% | 0.00% | 0.0% |
| Q4 2020 | $176,000 | +31.3% | 2,209 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $134,000 | +3.1% | 2,209 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $130,000 | -80.7% | 2,209 | -84.1% | 0.00% | -87.0% |
| Q1 2020 | $672,000 | -44.3% | 13,878 | -16.6% | 0.02% | -30.3% |
| Q4 2019 | $1,206,000 | +7.8% | 16,643 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $1,119,000 | -0.6% | 16,643 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $1,126,000 | – | 16,643 | – | 0.04% | – |
Download | ||||||
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% |