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 | $5,364,391 | +4.6% | 63,839 | +2.4% | 0.00% | 0.0% |
| Q4 2022 | $5,127,109 | -52.7% | 62,366 | -56.4% | 0.00% | -66.7% |
| Q3 2022 | $10,832,000 | -3.9% | 143,113 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $11,267,000 | -9.7% | 140,696 | +5.6% | 0.00% | 0.0% |
| Q1 2022 | $12,473,000 | +113.9% | 133,244 | +127.2% | 0.00% | +200.0% |
| Q4 2021 | $5,831,000 | +4.9% | 58,654 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,557,000 | -3.1% | 58,654 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,733,000 | +4.0% | 58,654 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,512,000 | +480.2% | 58,654 | +391.3% | 0.00% | – |
| Q4 2020 | $950,000 | -57.7% | 11,939 | -67.6% | 0.00% | -100.0% |
| Q3 2020 | $2,246,000 | +55.3% | 36,891 | +50.6% | 0.00% | – |
| Q2 2020 | $1,446,000 | +22.1% | 24,493 | +0.2% | 0.00% | – |
| Q1 2020 | $1,184,000 | -81.8% | 24,439 | -71.7% | 0.00% | -100.0% |
| Q3 2018 | $6,517,000 | +4.8% | 86,352 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $6,218,000 | +396.6% | 86,006 | +729.9% | 0.00% | – |
| Q4 2016 | $1,252,000 | – | 10,363 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 136,266 | $10,912,000 | 10.35% |
| Wall Capital Group, Inc. | 157,297 | $12,801,000 | 8.88% |
| RVW Wealth, LLC | 330,051 | $26,430,000 | 3.54% |
| Atlas Private Wealth Advisors | 71,843 | $5,753,000 | 3.45% |
| Montz Harcus Wealth Management LLC | 22,496 | $1,801,000 | 1.90% |
| Gerber Kawasaki Wealth & Investment Management | 240,087 | $19,175,000 | 1.82% |
| IFG Advisors, LLC | 44,041 | $3,527,000 | 1.78% |
| OneDigital Investment Advisors LLC | 516,764 | $41,382,000 | 1.78% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 167,105 | $13,382,000 | 1.59% |
| DEFINED WEALTH MANAGEMENT, LLC | 17,733 | $1,420,000 | 1.46% |