SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 234 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $407,768 | +82.1% | 25,196 | +825.0% | 0.02% | +130.0% |
| Q4 2022 | $223,960 | +64.7% | 2,724 | +51.6% | 0.01% | +25.0% |
| Q3 2022 | $136,000 | -11.7% | 1,797 | -5.8% | 0.01% | -42.9% |
| Q2 2022 | $154,000 | -47.8% | 1,907 | -39.5% | 0.01% | -17.6% |
| Q1 2022 | $295,000 | -96.5% | 3,150 | -96.3% | 0.02% | -97.6% |
| Q4 2021 | $8,498,000 | +7101.7% | 85,486 | +6733.4% | 0.72% | +7888.9% |
| Q1 2021 | $118,000 | +19.2% | 1,251 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $99,000 | – | 1,249 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 132,789 | $12,430,000 | 10.17% |
| Wall Capital Group, Inc. | 188,300 | $17,627,000 | 7.26% |
| RVW Wealth, LLC | 332,787 | $31,152,000 | 3.60% |
| Ferguson Shapiro LLC | 51,124 | $4,786,000 | 2.35% |
| Gerber Kawasaki Wealth & Investment Management | 266,943 | $24,988,000 | 2.04% |
| Montz Harcus Wealth Management LLC | 22,390 | $2,096,000 | 1.88% |
| IFG Advisors, LLC | 45,415 | $4,251,000 | 1.88% |
| OneDigital Investment Advisors LLC | 530,565 | $49,666,000 | 1.88% |
| DEFINED WEALTH MANAGEMENT, LLC | 21,286 | $1,993,000 | 1.75% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 158,530 | $14,840,000 | 1.49% |