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 | $487,037 | -1.3% | 5,796 | -3.4% | 0.04% | -5.0% |
| Q4 2022 | $493,260 | +12.9% | 6,000 | +3.9% | 0.04% | -2.4% |
| Q3 2022 | $437,000 | -0.7% | 5,774 | +5.0% | 0.04% | +10.8% |
| Q2 2022 | $440,000 | -9.3% | 5,499 | +6.1% | 0.04% | +2.8% |
| Q1 2022 | $485,000 | -4.2% | 5,185 | +2.0% | 0.04% | +24.1% |
| Q4 2021 | $506,000 | +6.3% | 5,085 | +1.1% | 0.03% | 0.0% |
| Q3 2021 | $476,000 | -3.6% | 5,029 | -0.5% | 0.03% | -6.5% |
| Q2 2021 | $494,000 | +3.3% | 5,054 | -0.7% | 0.03% | -8.8% |
| Q1 2021 | $478,000 | +1.3% | 5,089 | -14.3% | 0.03% | -2.9% |
| Q4 2020 | $472,000 | +32.2% | 5,938 | +1.1% | 0.04% | +12.9% |
| Q3 2020 | $357,000 | +10.9% | 5,873 | +7.5% | 0.03% | 0.0% |
| Q2 2020 | $322,000 | +34.2% | 5,463 | +10.5% | 0.03% | +19.2% |
| Q1 2020 | $240,000 | -29.0% | 4,946 | +6.0% | 0.03% | -21.2% |
| Q4 2019 | $338,000 | +118.1% | 4,666 | +102.4% | 0.03% | -15.4% |
| Q3 2019 | $155,000 | -70.4% | 2,305 | -70.2% | 0.04% | -26.4% |
| Q2 2019 | $524,000 | -6.9% | 7,746 | -8.3% | 0.05% | -8.6% |
| Q1 2019 | $563,000 | +14.7% | 8,445 | +3.1% | 0.06% | -1.7% |
| Q4 2018 | $491,000 | +1227.0% | 8,190 | +1588.7% | 0.06% | +490.0% |
| Q3 2018 | $37,000 | – | 485 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 228,363 | $13,478,000 | 6.00% |
| Affinity Capital Advisors, LLC | 97,560 | $5,758,000 | 3.76% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,234 | $8,454,000 | 2.62% |
| RVW Wealth, LLC | 242,304 | $14,301,000 | 2.61% |
| Hoover Financial Advisors, Inc. | 73,216 | $4,321,000 | 1.66% |
| OneDigital Investment Advisors LLC | 328,737 | $19,402,000 | 1.40% |
| Indie Asset Partners, LLC | 16,899 | $1,106,000 | 1.39% |
| Asset Management Group, Inc. | 68,937 | $4,069,000 | 1.29% |
| Crestwood Advisors Group, LLC | 541,536 | $31,961,000 | 1.28% |
| Ironwood Wealth Management, LLC. | 28,979 | $1,710,000 | 1.27% |