SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 283 filers reported holding SPDR SER TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 132,789 | $12,430,000 | 10.17% |
| Wall Capital Group, Inc. | 188,300 | $17,627,000 | 7.26% |
| RVW Wealth, LLC | 332,787 | $31,152,000 | 3.60% |
| Ferguson Shapiro LLC | 51,124 | $4,786,000 | 2.35% |
| Gerber Kawasaki Wealth & Investment Management | 266,943 | $24,988,000 | 2.04% |
| Montz Harcus Wealth Management LLC | 22,390 | $2,096,000 | 1.88% |
| IFG Advisors, LLC | 45,415 | $4,251,000 | 1.88% |
| OneDigital Investment Advisors LLC | 530,565 | $49,666,000 | 1.88% |
| DEFINED WEALTH MANAGEMENT, LLC | 21,286 | $1,993,000 | 1.75% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 158,530 | $14,840,000 | 1.49% |