SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,396 | +0.8% | 5,956 | +5.9% | 0.33% | +3.4% |
| Q2 2023 | $432,746 | +3.3% | 5,623 | -1.0% | 0.32% | +7.4% |
| Q1 2023 | $418,826 | +24.4% | 5,679 | +21.9% | 0.30% | +14.2% |
| Q4 2022 | $336,566 | +12.6% | 4,659 | +6.0% | 0.26% | +6.1% |
| Q3 2022 | $299,000 | +32.9% | 4,394 | +37.5% | 0.25% | +33.0% |
| Q2 2022 | $225,000 | -10.7% | 3,196 | +6.4% | 0.18% | +7.6% |
| Q1 2022 | $252,000 | +8.2% | 3,004 | +19.7% | 0.17% | +1.8% |
| Q4 2021 | $233,000 | +9.9% | 2,509 | +3.2% | 0.17% | +7.6% |
| Q3 2021 | $212,000 | -3.2% | 2,431 | -1.4% | 0.16% | -3.1% |
| Q2 2021 | $219,000 | +3.8% | 2,466 | +0.5% | 0.16% | -1.2% |
| Q1 2021 | $211,000 | -33.0% | 2,454 | -36.4% | 0.16% | -33.3% |
| Q4 2020 | $315,000 | +43.8% | 3,856 | +3.9% | 0.25% | +7.9% |
| Q3 2020 | $219,000 | +1.4% | 3,711 | -2.6% | 0.23% | -1.3% |
| Q2 2020 | $216,000 | – | 3,811 | – | 0.23% | – |
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% |