SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 265 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,756,551 | +15.6% | 163,710 | +13.1% | 0.20% | +15.3% |
| Q4 2022 | $11,904,008 | +8.6% | 144,800 | 0.0% | 0.18% | +20.5% |
| Q3 2022 | $10,960,000 | -6.3% | 144,800 | -0.9% | 0.15% | -6.4% |
| Q2 2022 | $11,696,000 | -5.1% | 146,050 | +10.9% | 0.16% | +18.2% |
| Q1 2022 | $12,327,000 | – | 131,680 | – | 0.13% | – |
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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% |