SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,033 | -4.8% | 328 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,243 | +4.4% | 328 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,190 | +2.1% | 328 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,695 | +7.7% | 328 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $22,000 | -4.3% | 328 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -14.8% | 328 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $27,000 | -81.5% | 328 | -79.1% | 0.01% | -79.2% |
| Q4 2021 | $146,000 | -1.4% | 1,568 | -7.6% | 0.02% | -27.3% |
| Q3 2021 | $148,000 | +6.5% | 1,697 | +8.2% | 0.03% | -2.9% |
| Q2 2021 | $139,000 | +3.0% | 1,568 | 0.0% | 0.03% | -8.1% |
| Q1 2021 | $135,000 | +12.5% | 1,568 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $120,000 | +29.0% | 1,568 | 0.0% | 0.04% | +12.1% |
| Q3 2020 | $93,000 | +4.5% | 1,568 | 0.0% | 0.03% | -8.3% |
| Q2 2020 | $89,000 | +23.6% | 1,568 | 0.0% | 0.04% | +9.1% |
| Q1 2020 | $72,000 | -28.7% | 1,568 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $101,000 | +8.6% | 1,568 | 0.0% | 0.04% | +29.6% |
| Q3 2019 | $93,000 | -7.9% | 1,568 | -5.1% | 0.03% | -12.9% |
| Q2 2019 | $101,000 | +7.4% | 1,652 | +5.4% | 0.03% | +6.9% |
| Q1 2019 | $94,000 | +10.6% | 1,568 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $85,000 | -19.8% | 1,568 | 0.0% | 0.03% | -11.8% |
| Q3 2018 | $106,000 | +7.1% | 1,568 | 0.0% | 0.03% | -32.0% |
| Q2 2018 | $99,000 | +8.8% | 1,568 | +300.0% | 0.05% | +2.0% |
| Q1 2018 | $91,000 | -9.0% | 392 | -10.9% | 0.05% | -10.9% |
| Q4 2017 | $100,000 | 0.0% | 440 | 0.0% | 0.06% | -6.8% |
| Q3 2017 | $100,000 | +5.3% | 440 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $95,000 | +239.3% | 440 | +238.5% | 0.06% | +247.1% |
| Q1 2017 | $28,000 | +3.7% | 130 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $27,000 | +8.0% | 130 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $25,000 | -21.9% | 130 | -27.0% | 0.02% | -26.1% |
| Q2 2016 | $32,000 | – | 178 | – | 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% |