SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $329,818 | +2.2% | 3,925 | 0.0% | 0.00% | – |
| Q4 2022 | $322,674 | +8.6% | 3,925 | 0.0% | 0.00% | – |
| Q3 2022 | $297,000 | -8.0% | 3,925 | -2.7% | 0.00% | – |
| Q2 2022 | $323,000 | -29.9% | 4,035 | -18.1% | 0.00% | – |
| Q1 2022 | $461,000 | -5.7% | 4,924 | 0.0% | 0.00% | – |
| Q4 2021 | $489,000 | +4.9% | 4,924 | 0.0% | 0.00% | – |
| Q3 2021 | $466,000 | -3.1% | 4,924 | 0.0% | 0.00% | – |
| Q2 2021 | $481,000 | +4.1% | 4,924 | 0.0% | 0.00% | – |
| Q1 2021 | $462,000 | +17.9% | 4,924 | 0.0% | 0.00% | – |
| Q4 2020 | $392,000 | +24.8% | 4,924 | -4.5% | 0.00% | – |
| Q3 2020 | $314,000 | +3.3% | 5,158 | 0.0% | 0.00% | – |
| Q2 2020 | $304,000 | +19.2% | 5,158 | -2.1% | 0.00% | – |
| Q1 2020 | $255,000 | -44.0% | 5,268 | -16.0% | 0.00% | – |
| Q4 2019 | $455,000 | +7.8% | 6,268 | 0.0% | 0.00% | – |
| Q3 2019 | $422,000 | -0.5% | 6,268 | 0.0% | 0.00% | – |
| Q2 2019 | $424,000 | +1.4% | 6,268 | 0.0% | 0.00% | – |
| Q1 2019 | $418,000 | -3.0% | 6,268 | -12.8% | 0.00% | – |
| Q4 2018 | $431,000 | -6.3% | 7,185 | +17.9% | 0.00% | – |
| Q3 2018 | $460,000 | +4.3% | 6,094 | 0.0% | 0.00% | – |
| Q2 2018 | $441,000 | +7.8% | 6,094 | +98.4% | 0.00% | – |
| Q1 2018 | $409,000 | – | 3,072 | – | 0.00% | – |
Download | ||||||
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% |