SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 227 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $529,597 | +8.5% | 6,442 | -0.1% | 0.37% | +8.7% |
| Q3 2022 | $488,000 | -4.3% | 6,450 | +1.3% | 0.34% | +2.1% |
| Q2 2022 | $510,000 | -5.7% | 6,370 | +10.2% | 0.34% | +13.5% |
| Q1 2022 | $541,000 | +3.0% | 5,780 | +9.5% | 0.30% | +5.7% |
| Q4 2021 | $525,000 | +11.5% | 5,280 | +6.2% | 0.28% | +3.3% |
| Q3 2021 | $471,000 | +51.9% | 4,972 | -2.2% | 0.27% | +4.6% |
| Q3 2020 | $310,000 | +4.7% | 5,085 | +1.4% | 0.26% | -3.0% |
| Q2 2020 | $296,000 | +26.0% | 5,015 | +3.3% | 0.27% | -1.1% |
| Q1 2020 | $235,000 | -24.4% | 4,855 | +13.0% | 0.27% | -1.5% |
| Q4 2019 | $311,000 | +9.9% | 4,297 | +2.1% | 0.27% | +2.6% |
| Q3 2019 | $283,000 | +19.9% | 4,210 | +20.5% | 0.27% | +18.1% |
| Q2 2019 | $236,000 | +6.3% | 3,495 | +19.3% | 0.23% | -1.3% |
| Q2 2018 | $222,000 | – | 2,930 | – | 0.23% | – |
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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% |