SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $77,860 | +3.9% | 927 | +1.6% | 0.01% | -9.1% |
| Q4 2022 | $74,941 | +38.8% | 912 | +27.6% | 0.01% | +22.2% |
| Q3 2022 | $54,000 | -48.1% | 715 | -45.0% | 0.01% | -47.1% |
| Q2 2022 | $104,000 | +100.0% | 1,301 | +134.4% | 0.02% | +112.5% |
| Q1 2022 | $52,000 | +13.0% | 555 | +20.7% | 0.01% | +14.3% |
| Q4 2021 | $46,000 | +31.4% | 460 | +23.7% | 0.01% | +16.7% |
| Q3 2021 | $35,000 | +483.3% | 372 | +322.7% | 0.01% | +100.0% |
| Q4 2019 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 88 | +1.1% | 0.00% | -25.0% |
| Q1 2019 | $6,000 | +20.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -28.6% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 87 | +1.2% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 86 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 43 | +2.4% | 0.00% | +33.3% |
| Q3 2017 | $6,000 | +20.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 42 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $5,000 | – | 42 | – | 0.00% | – |
Download | ||||||
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% |