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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $662,727 | -15.1% | 9,045 | -10.8% | 0.21% | -11.3% |
Q2 2023 | $780,220 | -8.5% | 10,138 | -12.3% | 0.24% | -8.8% |
Q1 2023 | $852,329 | +105255.9% | 11,557 | +3.3% | 0.26% | +0.8% |
Q4 2022 | $809 | -99.9% | 11,192 | +1.4% | 0.26% | +2.4% |
Q3 2022 | $752,000 | -4.4% | 11,035 | -1.1% | 0.25% | +3.3% |
Q2 2022 | $787,000 | -15.5% | 11,160 | +0.5% | 0.25% | -1.6% |
Q1 2022 | $931,000 | -11.9% | 11,104 | -2.5% | 0.25% | -5.3% |
Q4 2021 | $1,057,000 | +6.9% | 11,390 | +0.3% | 0.26% | +2.3% |
Q3 2021 | $989,000 | -15.0% | 11,353 | -13.4% | 0.26% | -14.0% |
Q2 2021 | $1,163,000 | +7.9% | 13,105 | +4.4% | 0.30% | +0.3% |
Q1 2021 | $1,078,000 | +9.4% | 12,552 | -2.7% | 0.30% | +3.8% |
Q4 2020 | $985,000 | +36.6% | 12,900 | +5.6% | 0.29% | +19.0% |
Q3 2020 | $721,000 | +11.3% | 12,221 | +7.1% | 0.24% | +0.8% |
Q2 2020 | $648,000 | +34.2% | 11,406 | +9.2% | 0.24% | +11.6% |
Q1 2020 | $483,000 | -39.4% | 10,449 | -15.4% | 0.22% | -14.0% |
Q4 2019 | $797,000 | -16.9% | 12,349 | -23.2% | 0.25% | -20.9% |
Q3 2019 | $959,000 | -13.4% | 16,085 | -11.5% | 0.32% | -11.5% |
Q2 2019 | $1,107,000 | +39.2% | 18,181 | +36.5% | 0.36% | +36.3% |
Q1 2019 | $795,000 | +1.0% | 13,323 | -8.7% | 0.26% | -6.1% |
Q4 2018 | $787,000 | -20.4% | 14,590 | -0.4% | 0.28% | -11.4% |
Q3 2018 | $989,000 | +61.1% | 14,647 | +50.8% | 0.32% | +52.9% |
Q2 2018 | $614,000 | +1.7% | 9,711 | +273.9% | 0.21% | +2.0% |
Q1 2018 | $604,000 | +133.2% | 2,597 | +128.0% | 0.20% | +134.9% |
Q4 2017 | $259,000 | – | 1,139 | – | 0.09% | – |
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% |