SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 112 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $822,654 | -23.8% | 9,790 | -25.5% | 0.00% | -40.0% |
| Q4 2022 | $1,080,239 | +25.3% | 13,140 | +15.3% | 0.01% | +25.0% |
| Q3 2022 | $862,000 | +176.3% | 11,395 | +192.6% | 0.00% | +300.0% |
| Q2 2022 | $312,000 | -1.9% | 3,895 | +14.7% | 0.00% | 0.0% |
| Q1 2022 | $318,000 | +2550.0% | 3,395 | +2729.2% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 120 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 120 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | -56.0% | 120 | -62.5% | 0.00% | – |
| Q4 2020 | $25,000 | +31.6% | 320 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | 0.0% | 320 | 0.0% | 0.00% | – |
| Q2 2020 | $19,000 | +26.7% | 320 | 0.0% | 0.00% | – |
| Q1 2020 | $15,000 | -34.8% | 320 | 0.0% | 0.00% | – |
| Q4 2019 | $23,000 | +4.5% | 320 | 0.0% | 0.00% | – |
| Q3 2019 | $22,000 | -4.3% | 320 | -5.9% | 0.00% | – |
| Q2 2019 | $23,000 | +9.5% | 340 | +6.2% | 0.00% | – |
| Q1 2019 | $21,000 | +10.5% | 320 | 0.0% | 0.00% | – |
| Q4 2018 | $19,000 | -20.8% | 320 | 0.0% | 0.00% | – |
| Q3 2018 | $24,000 | +4.3% | 320 | 0.0% | 0.00% | – |
| Q2 2018 | $23,000 | +9.5% | 320 | +100.0% | 0.00% | – |
| Q1 2018 | $21,000 | – | 160 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 124,695 | $10,251,165 | 9.66% |
| Wall Capital Group, Inc. | 53,260 | $4,596,305 | 6.35% |
| Aspire Capital Advisors LLC | 108,826 | $8,946,606 | 5.09% |
| Atlas Private Wealth Advisors | 104,528 | $8,593,264 | 4.58% |
| RVW Wealth, LLC | 319,899 | $26,298,874 | 3.35% |
| Ironwood Wealth Management, LLC. | 67,230 | $5,526,978 | 2.31% |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 39,500 | $3,247 | 2.27% |
| AFFINIA FINANCIAL GROUP, LLC | 29,157 | $2,487,353 | 2.12% |
| Montz Harcus Wealth Management LLC | 22,509 | $1,850,441 | 1.84% |
| Carr Financial Group Corp | 41,243 | $3,390,566 | 1.78% |