SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 122,483 | $9,271,000 | 9.23% |
| Wall Capital Group, Inc. | 103,876 | $8,073,000 | 7.66% |
| Atlas Private Wealth Advisors | 83,219 | $6,299,000 | 3.78% |
| RVW Wealth, LLC | 328,344 | $24,852,000 | 3.49% |
| AFFINIA FINANCIAL GROUP, LLC | 26,506 | $2,052,000 | 2.32% |
| Montz Harcus Wealth Management LLC | 22,411 | $1,696,000 | 1.87% |
| Gerber Kawasaki Wealth & Investment Management | 249,064 | $18,851,000 | 1.76% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,500 | $2,233,000 | 1.72% |
| IFG Advisors, LLC | 38,856 | $2,941,000 | 1.49% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,788 | $1,346,000 | 1.47% |