SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $85 | -99.8% | 1 | -99.8% | 0.00% | – |
| Q1 2023 | $42,855 | -27.2% | 510 | -28.8% | 0.00% | -100.0% |
| Q4 2022 | $58,862 | +40.1% | 716 | +29.9% | 0.00% | – |
| Q3 2022 | $42,000 | -34.4% | 551 | -30.8% | 0.00% | -100.0% |
| Q2 2022 | $64,000 | -8.6% | 796 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -46.6% | 746 | -43.3% | 0.00% | 0.0% |
| Q4 2021 | $131,000 | +4.8% | 1,316 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $125,000 | -3.1% | 1,316 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $129,000 | +4.0% | 1,316 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $124,000 | +39.3% | 1,316 | +17.4% | 0.00% | 0.0% |
| Q4 2020 | $89,000 | +30.9% | 1,121 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $68,000 | +3.0% | 1,121 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $66,000 | – | 1,121 | +112000.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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% |