SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 2 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $412,000 | -16.3% | 4,350 | -13.6% | 0.03% | -15.2% |
Q2 2021 | $492,000 | -14.4% | 5,033 | -17.8% | 0.03% | -21.4% |
Q1 2021 | $575,000 | +50.9% | 6,124 | +28.0% | 0.04% | +44.8% |
Q4 2020 | $381,000 | +7.9% | 4,786 | -6.3% | 0.03% | -6.5% |
Q3 2020 | $353,000 | +28.4% | 5,108 | +9.7% | 0.03% | +19.2% |
Q2 2020 | $275,000 | +10.4% | 4,655 | -9.6% | 0.03% | -10.3% |
Q1 2020 | $249,000 | -35.0% | 5,148 | -2.6% | 0.03% | -19.4% |
Q4 2019 | $383,000 | +6.4% | 5,288 | -1.2% | 0.04% | -5.3% |
Q3 2019 | $360,000 | +0.3% | 5,352 | +0.8% | 0.04% | +2.7% |
Q2 2019 | $359,000 | +17.7% | 5,312 | +16.2% | 0.04% | +12.1% |
Q1 2019 | $305,000 | +23.0% | 4,573 | +10.8% | 0.03% | +6.5% |
Q4 2018 | $248,000 | – | 4,129 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |