SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 207 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $23,254,982 | +10.8% | 276,746 | +8.4% | 0.18% | +6.4% |
| Q4 2022 | $20,989,000 | +14.1% | 255,310 | +5.0% | 0.17% | +6.9% |
| Q3 2022 | $18,396,000 | +1.7% | 243,038 | +7.6% | 0.16% | +8.1% |
| Q2 2022 | $18,094,000 | -7.8% | 225,947 | +7.8% | 0.15% | +10.4% |
| Q1 2022 | $19,620,000 | +66.0% | 209,588 | +76.3% | 0.13% | +71.8% |
| Q4 2021 | $11,816,000 | +17.6% | 118,865 | +12.1% | 0.08% | +9.9% |
| Q3 2021 | $10,048,000 | +4.1% | 106,055 | +7.4% | 0.07% | -4.1% |
| Q2 2021 | $9,655,000 | +26.8% | 98,783 | +22.0% | 0.07% | +4.2% |
| Q1 2021 | $7,613,000 | +28.4% | 81,002 | +8.7% | 0.07% | +22.4% |
| Q4 2020 | $5,930,000 | +36.2% | 74,550 | +4.2% | 0.06% | +18.4% |
| Q3 2020 | $4,355,000 | +10.0% | 71,554 | +6.7% | 0.05% | +2.1% |
| Q2 2020 | $3,958,000 | +34.3% | 67,059 | +10.2% | 0.05% | +14.3% |
| Q1 2020 | $2,948,000 | +289.4% | 60,867 | +482.6% | 0.04% | +425.0% |
| Q4 2019 | $757,000 | -9.8% | 10,447 | -15.8% | 0.01% | -20.0% |
| Q3 2019 | $839,000 | 0.0% | 12,403 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $839,000 | +12.8% | 12,403 | +11.2% | 0.01% | +11.1% |
| Q1 2019 | $744,000 | +66.8% | 11,157 | +50.0% | 0.01% | +50.0% |
| Q4 2018 | $446,000 | -22.2% | 7,436 | -2.1% | 0.01% | -14.3% |
| Q3 2018 | $573,000 | +153.5% | 7,597 | +142.6% | 0.01% | +133.3% |
| Q2 2018 | $226,000 | – | 3,132 | – | 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% |