SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $631,054 | +108.0% | 7,510 | +103.5% | 0.03% | +78.9% |
| Q4 2022 | $303,440 | -6.1% | 3,691 | -8.5% | 0.02% | -13.6% |
| Q3 2022 | $323,000 | 0.0% | 4,036 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $323,000 | +42.3% | 4,036 | +76.9% | 0.02% | +57.1% |
| Q4 2021 | $227,000 | -15.6% | 2,282 | -19.7% | 0.01% | +55.6% |
| Q3 2021 | $269,000 | +1.1% | 2,842 | +4.6% | 0.01% | +12.5% |
| Q2 2021 | $266,000 | +36.4% | 2,717 | +31.2% | 0.01% | +14.3% |
| Q1 2021 | $195,000 | – | 2,071 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 227,856 | $11,035,000 | 5.87% |
| RVW Wealth, LLC | 415,340 | $20,115,000 | 4.70% |
| Wealth Alliance Advisory Group, LLC | 118,824 | $5,755,000 | 4.47% |
| Affinity Capital Advisors, LLC | 95,446 | $4,891,000 | 3.58% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 143,820 | $6,965,000 | 2.87% |
| One Charles Private Wealth Services, LLC | 62,170 | $3,011,000 | 2.48% |
| Northeast Financial Consultants Inc | 364,790 | $17,667,000 | 2.00% |
| Indie Asset Partners, LLC | 26,981 | $1,307,000 | 1.63% |
| Crestwood Advisors Group, LLC | 543,708 | $26,332,000 | 1.31% |
| Asset Management Group, Inc. | 68,660 | $3,325,000 | 1.25% |