SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $871,617 | -7.6% | 11,896 | -2.9% | 0.00% | 0.0% |
Q2 2023 | $943,118 | -30.7% | 12,255 | -33.6% | 0.00% | 0.0% |
Q1 2023 | $1,361,151 | +2.1% | 18,456 | +0.0% | 0.00% | 0.0% |
Q4 2022 | $1,332,756 | -59.1% | 18,449 | -61.4% | 0.00% | -66.7% |
Q3 2022 | $3,257,000 | +103.1% | 47,819 | +110.1% | 0.00% | +50.0% |
Q2 2022 | $1,604,000 | -26.2% | 22,758 | -12.2% | 0.00% | 0.0% |
Q1 2022 | $2,172,000 | -10.2% | 25,906 | -0.6% | 0.00% | 0.0% |
Q4 2021 | $2,419,000 | -9.3% | 26,066 | -14.9% | 0.00% | 0.0% |
Q3 2021 | $2,668,000 | +3.1% | 30,621 | +5.1% | 0.00% | 0.0% |
Q2 2021 | $2,587,000 | +2.9% | 29,145 | -0.5% | 0.00% | -33.3% |
Q1 2021 | $2,515,000 | +222.8% | 29,291 | +187.1% | 0.00% | +200.0% |
Q4 2020 | $779,000 | +50.7% | 10,204 | +16.6% | 0.00% | 0.0% |
Q3 2020 | $517,000 | -28.4% | 8,751 | -31.2% | 0.00% | 0.0% |
Q2 2020 | $722,000 | +26.7% | 12,714 | +3.0% | 0.00% | 0.0% |
Q1 2020 | $570,000 | -49.3% | 12,347 | -29.2% | 0.00% | 0.0% |
Q4 2019 | $1,125,000 | -28.4% | 17,432 | -33.9% | 0.00% | -50.0% |
Q3 2019 | $1,571,000 | +0.9% | 26,358 | +3.1% | 0.00% | 0.0% |
Q2 2019 | $1,557,000 | -3.1% | 25,561 | -5.0% | 0.00% | 0.0% |
Q1 2019 | $1,606,000 | +20.3% | 26,894 | +8.7% | 0.00% | 0.0% |
Q4 2018 | $1,335,000 | -45.0% | 24,746 | -31.1% | 0.00% | -50.0% |
Q3 2018 | $2,426,000 | +44.7% | 35,936 | +35.4% | 0.00% | +33.3% |
Q2 2018 | $1,677,000 | +44.3% | 26,533 | +431.1% | 0.00% | +50.0% |
Q1 2018 | $1,162,000 | +12.4% | 4,996 | +9.9% | 0.00% | 0.0% |
Q4 2017 | $1,034,000 | -2.3% | 4,548 | -2.0% | 0.00% | 0.0% |
Q3 2017 | $1,058,000 | +22.5% | 4,642 | +16.1% | 0.00% | 0.0% |
Q2 2017 | $864,000 | +9.0% | 3,997 | +7.2% | 0.00% | 0.0% |
Q1 2017 | $793,000 | +6.9% | 3,727 | +4.5% | 0.00% | 0.0% |
Q4 2016 | $742,000 | -6.2% | 3,565 | -13.8% | 0.00% | 0.0% |
Q3 2016 | $791,000 | +25.2% | 4,137 | +16.8% | 0.00% | 0.0% |
Q2 2016 | $632,000 | +79.0% | 3,543 | +73.8% | 0.00% | +100.0% |
Q1 2016 | $353,000 | – | 2,039 | – | 0.00% | – |
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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% |