SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 4 filers reported holding SPDR SER TR in Q2 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 | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |