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 | $239,065 | +1.3% | 2,845 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $235,943 | +5.8% | 2,870 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $223,000 | -5.5% | 2,945 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $236,000 | -14.5% | 2,945 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $276,000 | -11.5% | 2,945 | -6.3% | 0.00% | -25.0% |
| Q4 2021 | $312,000 | +4.7% | 3,143 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $298,000 | +1.7% | 3,143 | +4.9% | 0.00% | 0.0% |
| Q2 2021 | $293,000 | +5.8% | 2,997 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $277,000 | +28.2% | 2,945 | +8.3% | 0.00% | 0.0% |
| Q4 2020 | $216,000 | – | 2,720 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 89,607 | $7,127,000 | 7.77% |
| Wall Capital Group, Inc. | 229,070 | $18,220,000 | 7.17% |
| Affinity Capital Advisors, LLC | 95,635 | $7,607,000 | 3.09% |
| RVW Wealth, LLC | 245,445 | $20,000,000 | 2.93% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 144,029 | $11,456,000 | 2.85% |
| Ferguson Shapiro LLC | 43,243 | $3,440,000 | 2.56% |
| BCGM Wealth Management, LLC | 34,683 | $3,202,000 | 2.27% |
| OneDigital Investment Advisors LLC | 403,172 | $32,068,000 | 1.67% |
| Crestwood Advisors Group, LLC | 528,178 | $42,011,000 | 1.38% |
| Ironwood Wealth Management, LLC. | 27,485 | $2,186,000 | 1.36% |