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 | $15,297,702 | +24.8% | 182,049 | +22.1% | 0.00% | 0.0% |
| Q4 2022 | $12,254,387 | +39.8% | 149,062 | +28.7% | 0.00% | +33.3% |
| Q3 2022 | $8,768,000 | +1.5% | 115,835 | +7.3% | 0.00% | 0.0% |
| Q2 2022 | $8,642,000 | -32.2% | 107,921 | -20.8% | 0.00% | 0.0% |
| Q1 2022 | $12,748,000 | -14.0% | 136,183 | -8.7% | 0.00% | -25.0% |
| Q4 2021 | $14,829,000 | +15.5% | 149,173 | +10.1% | 0.00% | +33.3% |
| Q3 2021 | $12,842,000 | -3.9% | 135,547 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $13,369,000 | +3.2% | 136,785 | -0.8% | 0.00% | 0.0% |
| Q1 2021 | $12,959,000 | +22.1% | 137,892 | +3.4% | 0.00% | 0.0% |
| Q4 2020 | $10,610,000 | +27.5% | 133,395 | -2.4% | 0.00% | +50.0% |
| Q3 2020 | $8,324,000 | -4.8% | 136,743 | -7.7% | 0.00% | -33.3% |
| Q2 2020 | $8,744,000 | +14.7% | 148,149 | -5.9% | 0.00% | 0.0% |
| Q1 2020 | $7,625,000 | -42.7% | 157,462 | -14.2% | 0.00% | -25.0% |
| Q4 2019 | $13,300,000 | +2.4% | 183,580 | -5.0% | 0.00% | 0.0% |
| Q3 2019 | $12,994,000 | -32.6% | 193,329 | -32.2% | 0.00% | -33.3% |
| Q2 2019 | $19,290,000 | -4.8% | 285,231 | -6.1% | 0.01% | 0.0% |
| Q1 2019 | $20,258,000 | +24.3% | 303,860 | +11.8% | 0.01% | +20.0% |
| Q4 2018 | $16,300,000 | +63.3% | 271,806 | +105.5% | 0.01% | +66.7% |
| Q3 2018 | $9,983,000 | +1.4% | 132,273 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $9,841,000 | +16.2% | 136,115 | +113.7% | 0.00% | 0.0% |
| Q1 2018 | $8,471,000 | -0.6% | 63,697 | -0.6% | 0.00% | +50.0% |
| Q4 2017 | $8,523,000 | -5.5% | 64,080 | -7.6% | 0.00% | -33.3% |
| Q3 2017 | $9,017,000 | -1.1% | 69,316 | -6.4% | 0.00% | 0.0% |
| Q2 2017 | $9,119,000 | -4.2% | 74,047 | -5.6% | 0.00% | 0.0% |
| Q1 2017 | $9,518,000 | -3.7% | 78,475 | -4.1% | 0.00% | 0.0% |
| Q4 2016 | $9,883,000 | +36.8% | 81,792 | +26.3% | 0.00% | 0.0% |
| Q3 2016 | $7,223,000 | +58.1% | 64,751 | +48.1% | 0.00% | +50.0% |
| Q2 2016 | $4,568,000 | +1.3% | 43,732 | -1.9% | 0.00% | 0.0% |
| Q1 2016 | $4,511,000 | +29.6% | 44,562 | +26.8% | 0.00% | +100.0% |
| Q4 2015 | $3,480,000 | +7.5% | 35,154 | +5.9% | 0.00% | 0.0% |
| Q3 2015 | $3,237,000 | +7.8% | 33,186 | +19.8% | 0.00% | 0.0% |
| Q2 2015 | $3,003,000 | -45.8% | 27,701 | -45.7% | 0.00% | 0.0% |
| Q1 2015 | $5,540,000 | +67.0% | 50,968 | +60.5% | 0.00% | 0.0% |
| Q4 2014 | $3,318,000 | -1.8% | 31,747 | -7.7% | 0.00% | 0.0% |
| Q3 2014 | $3,380,000 | -12.9% | 34,398 | -6.8% | 0.00% | -50.0% |
| Q2 2014 | $3,882,000 | +3.1% | 36,914 | +1.8% | 0.00% | 0.0% |
| Q1 2014 | $3,766,000 | -10.5% | 36,259 | -11.6% | 0.00% | 0.0% |
| Q4 2013 | $4,210,000 | -14.2% | 40,999 | -19.9% | 0.00% | 0.0% |
| Q3 2013 | $4,909,000 | +16.9% | 51,213 | +5.9% | 0.00% | 0.0% |
| Q2 2013 | $4,199,000 | – | 48,361 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |