SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $230,000 | -35.9% | 2,902 | -50.8% | 0.01% | -45.5% |
| Q3 2020 | $359,000 | +0.6% | 5,894 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $357,000 | -11.4% | 6,044 | -27.3% | 0.01% | -26.7% |
| Q1 2020 | $403,000 | -49.6% | 8,319 | -24.6% | 0.02% | -42.3% |
| Q4 2019 | $800,000 | -4.8% | 11,040 | -11.6% | 0.03% | -16.1% |
| Q3 2019 | $840,000 | -5.7% | 12,494 | -5.2% | 0.03% | -11.4% |
| Q2 2019 | $891,000 | -9.0% | 13,177 | -10.3% | 0.04% | -14.6% |
| Q1 2019 | $979,000 | -29.4% | 14,684 | -36.5% | 0.04% | -35.9% |
| Q4 2018 | $1,387,000 | +9.3% | 23,117 | +37.5% | 0.06% | +48.8% |
| Q3 2018 | $1,269,000 | +11.1% | 16,815 | +6.4% | 0.04% | +2.4% |
| Q2 2018 | $1,142,000 | +33.4% | 15,798 | +145.5% | 0.04% | +31.2% |
| Q1 2018 | $856,000 | +163.4% | 6,435 | +163.6% | 0.03% | +220.0% |
| Q4 2017 | $325,000 | – | 2,441 | – | 0.01% | – |
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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% |