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 | $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 ↓ |
|---|---|---|---|
| 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% |