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 | $538,168 | -5.1% | 7,345 | -0.3% | 0.34% | +0.9% |
| Q2 2023 | $566,810 | +7.8% | 7,365 | 0.0% | 0.34% | +9.1% |
| Q1 2023 | $525,861 | -1.2% | 7,365 | 0.0% | 0.31% | -4.1% |
| Q4 2022 | $532,048 | +2.9% | 7,365 | -2.9% | 0.32% | -6.2% |
| Q3 2022 | $517,000 | -3.4% | 7,585 | 0.0% | 0.34% | +3.6% |
| Q2 2022 | $535,000 | -18.3% | 7,585 | -2.9% | 0.33% | -8.9% |
| Q1 2022 | $655,000 | +1.7% | 7,810 | 0.0% | 0.36% | -0.3% |
| Q4 2021 | $644,000 | -5.3% | 7,810 | 0.0% | 0.36% | -5.5% |
| Q3 2021 | $680,000 | -2.7% | 7,810 | -0.1% | 0.38% | -0.3% |
| Q2 2021 | $699,000 | +8.7% | 7,815 | 0.0% | 0.38% | +3.2% |
| Q1 2021 | $643,000 | +16.1% | 7,815 | +25.8% | 0.37% | +5.1% |
| Q4 2020 | $554,000 | – | 6,210 | – | 0.35% | – |
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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% |