SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 175 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $219,486 | -43.1% | 2,612 | -44.3% | 0.00% | – |
| Q4 2022 | $385,565 | +12.1% | 4,690 | +3.1% | 0.00% | – |
| Q3 2022 | $344,000 | -7.0% | 4,549 | -1.6% | 0.00% | – |
| Q2 2022 | $370,000 | -8.6% | 4,621 | +6.9% | 0.00% | – |
| Q1 2022 | $405,000 | +12.8% | 4,324 | +19.6% | 0.00% | – |
| Q4 2021 | $359,000 | +14.0% | 3,615 | +8.8% | 0.00% | – |
| Q3 2021 | $315,000 | -53.5% | 3,323 | -52.1% | 0.00% | – |
| Q2 2021 | $678,000 | -27.7% | 6,941 | -30.4% | 0.00% | -100.0% |
| Q1 2021 | $938,000 | +82.1% | 9,979 | +54.0% | 0.00% | – |
| Q4 2020 | $515,000 | +23.8% | 6,478 | -5.3% | 0.00% | – |
| Q3 2020 | $416,000 | +0.5% | 6,842 | -2.5% | 0.00% | – |
| Q2 2020 | $414,000 | +39.9% | 7,018 | +14.7% | 0.00% | – |
| Q1 2020 | $296,000 | -97.4% | 6,121 | -96.1% | 0.00% | -100.0% |
| Q4 2019 | $11,363,000 | +2359.5% | 156,836 | +2181.3% | 0.01% | – |
| Q3 2019 | $462,000 | -8.9% | 6,875 | -8.4% | 0.00% | – |
| Q2 2019 | $507,000 | +0.8% | 7,502 | -0.5% | 0.00% | – |
| Q1 2019 | $503,000 | +9.6% | 7,542 | -1.4% | 0.00% | – |
| Q4 2018 | $459,000 | -33.2% | 7,652 | -15.9% | 0.00% | -100.0% |
| Q3 2018 | $687,000 | +5.2% | 9,102 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $653,000 | +4.0% | 9,035 | +91.7% | 0.00% | 0.0% |
| Q1 2018 | $628,000 | -2.5% | 4,714 | -2.7% | 0.00% | 0.0% |
| Q4 2017 | $644,000 | +2.7% | 4,844 | +0.4% | 0.00% | 0.0% |
| Q3 2017 | $627,000 | +3.5% | 4,823 | -2.0% | 0.00% | 0.0% |
| Q2 2017 | $606,000 | -0.7% | 4,919 | -2.1% | 0.00% | 0.0% |
| Q1 2017 | $610,000 | -7.2% | 5,027 | -7.6% | 0.00% | 0.0% |
| Q4 2016 | $657,000 | +19.9% | 5,438 | +10.8% | 0.00% | 0.0% |
| Q3 2016 | $548,000 | +14.4% | 4,909 | +7.1% | 0.00% | – |
| Q2 2016 | $479,000 | -8.1% | 4,582 | -11.0% | 0.00% | -100.0% |
| Q1 2016 | $521,000 | -6.0% | 5,150 | -8.1% | 0.00% | 0.0% |
| Q4 2015 | $554,000 | -12.1% | 5,602 | -12.8% | 0.00% | 0.0% |
| Q3 2015 | $630,000 | -8.3% | 6,427 | +1.4% | 0.00% | 0.0% |
| Q2 2015 | $687,000 | +8.4% | 6,337 | +8.4% | 0.00% | 0.0% |
| Q1 2015 | $634,000 | +108.6% | 5,847 | +101.1% | 0.00% | – |
| Q4 2014 | $304,000 | +0.7% | 2,907 | -5.5% | 0.00% | – |
| Q3 2014 | $302,000 | +14.4% | 3,075 | +22.9% | 0.00% | – |
| Q2 2014 | $264,000 | -8.0% | 2,503 | -9.5% | 0.00% | – |
| Q1 2014 | $287,000 | -3.4% | 2,765 | -4.3% | 0.00% | – |
| Q4 2013 | $297,000 | +126.7% | 2,888 | +111.0% | 0.00% | – |
| Q3 2013 | $131,000 | +59.8% | 1,369 | +45.0% | 0.00% | – |
| Q2 2013 | $82,000 | – | 944 | – | 0.00% | – |
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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% |