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% | – |
Download | ||||||
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% |