SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 337 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,379 | +15.5% | 15,919 | +21.3% | 0.01% | +8.3% |
| Q2 2023 | $1,009,666 | +22.3% | 13,119 | +17.2% | 0.01% | +20.0% |
| Q1 2023 | $825,460 | +38.8% | 11,193 | +36.0% | 0.01% | +25.0% |
| Q4 2022 | $594,529 | +21.1% | 8,230 | +14.1% | 0.01% | 0.0% |
| Q3 2022 | $491,000 | -0.6% | 7,213 | +21.9% | 0.01% | +14.3% |
| Q1 2022 | $494,000 | +130.8% | 5,916 | +156.9% | 0.01% | +133.3% |
| Q4 2021 | $214,000 | -86.3% | 2,303 | -91.3% | 0.00% | -88.0% |
| Q3 2020 | $1,562,000 | +323.3% | 26,415 | +306.8% | 0.02% | +127.3% |
| Q2 2020 | $369,000 | -31.2% | 6,493 | -21.6% | 0.01% | -8.3% |
| Q4 2019 | $536,000 | +14.8% | 8,285 | +5.4% | 0.01% | -36.8% |
| Q3 2019 | $467,000 | +7.4% | 7,859 | +10.1% | 0.02% | 0.0% |
| Q2 2019 | $435,000 | -17.0% | 7,139 | -18.7% | 0.02% | -32.1% |
| Q1 2019 | $524,000 | +37.9% | 8,784 | +24.8% | 0.03% | -56.2% |
| Q4 2018 | $380,000 | – | 7,038 | – | 0.06% | – |
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% |