SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $46,090 | +14.1% | 551 | 0.0% | 0.01% | +9.1% |
| Q3 2023 | $40,378 | -4.4% | 551 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $42,254 | +27.6% | 549 | +22.3% | 0.01% | +22.2% |
| Q1 2023 | $33,113 | +43.2% | 449 | +40.3% | 0.01% | +50.0% |
| Q4 2022 | $23,116 | +54.1% | 320 | +42.9% | 0.01% | +50.0% |
| Q3 2022 | $15,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 224 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -10.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 224 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | +137.5% | 224 | +128.6% | 0.00% | +100.0% |
| Q2 2021 | $8,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -11.1% | 98 | -21.6% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +28.6% | 125 | -3.1% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 129 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 128 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | -28.6% | 128 | +5.8% | 0.00% | -50.0% |
| Q4 2019 | $7,000 | -69.6% | 121 | -69.4% | 0.00% | -60.0% |
| Q3 2019 | $23,000 | +4.5% | 395 | +6.8% | 0.01% | 0.0% |
| Q2 2019 | $22,000 | +10.0% | 370 | +9.5% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +17.6% | 338 | +1.5% | 0.01% | +25.0% |
| Q4 2018 | $17,000 | -22.7% | 333 | +0.3% | 0.00% | -20.0% |
| Q3 2018 | $22,000 | +10.0% | 332 | +0.3% | 0.01% | 0.0% |
| Q2 2018 | $20,000 | +17.6% | 331 | +347.3% | 0.01% | +25.0% |
| Q1 2018 | $17,000 | +41.7% | 74 | +39.6% | 0.00% | +33.3% |
| Q4 2017 | $12,000 | +9.1% | 53 | +3.9% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | – | 51 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |