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 | $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 | 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% |