SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 8 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,864,951 | -1.1% | 25,453 | +3.9% | 0.02% | 0.0% |
| Q2 2023 | $1,884,783 | +7.2% | 24,490 | +2.8% | 0.02% | 0.0% |
| Q1 2023 | $1,757,808 | +1.9% | 23,834 | -0.2% | 0.02% | 0.0% |
| Q4 2022 | $1,725,863 | +23.0% | 23,890 | +16.0% | 0.02% | +11.1% |
| Q3 2022 | $1,403,000 | +82.2% | 20,597 | +88.7% | 0.02% | +80.0% |
| Q2 2022 | $770,000 | +9525.0% | 10,917 | +27192.5% | 0.01% | – |
| Q2 2017 | $8,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 336,511 | $31,235,000 | 9.03% |
| Clarus Wealth Advisors | 108,389 | $9,713,000 | 5.59% |
| AIRE ADVISORS, LLC | 119,484 | $11,083,000 | 4.79% |
| NorthRock Partners, LLC | 554,771 | $51,494,000 | 3.86% |
| FAS Wealth Partners, Inc. | 442,695 | $41,091,000 | 3.77% |
| ERTS Wealth Advisors, LLC | 169,874 | $15,771,000 | 3.76% |
| KWB Wealth | 218,920 | $20,320,000 | 3.38% |
| Rodgers & Associates, LTD | 229,505 | $21,303,000 | 3.21% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 83,299 | $7,732,000 | 3.18% |
| Shakespeare Wealth Management, LLC | 86,466 | $8,026,000 | 2.86% |