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 | $363,126 | -4.8% | 4,956 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $381,414 | +4.4% | 4,956 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $365,505 | -3.3% | 4,956 | -5.3% | 0.02% | -13.6% |
| Q4 2022 | $377,887 | +6.1% | 5,231 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $356,000 | -3.5% | 5,231 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $369,000 | -1.6% | 5,231 | +16.9% | 0.02% | +20.0% |
| Q1 2022 | $375,000 | -3.8% | 4,475 | +6.5% | 0.02% | 0.0% |
| Q4 2021 | $390,000 | +6.6% | 4,200 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $366,000 | -1.9% | 4,200 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $373,000 | +3.3% | 4,200 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $361,000 | +12.5% | 4,200 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $321,000 | +29.4% | 4,200 | 0.0% | 0.02% | +15.8% |
| Q3 2020 | $248,000 | -15.9% | 4,200 | -19.2% | 0.02% | -20.8% |
| Q2 2020 | $295,000 | -4.8% | 5,200 | +8.3% | 0.02% | +14.3% |
| Q4 2019 | $310,000 | – | 4,800 | – | 0.02% | – |
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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% |