SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $997 | -13.8% | 13,602 | -9.4% | 0.24% | -11.9% |
| Q2 2023 | $1,156 | -3.7% | 15,021 | -7.7% | 0.27% | -8.5% |
| Q1 2023 | $1,200 | +75.4% | 16,267 | +71.8% | 0.29% | +62.8% |
| Q4 2022 | $684 | -99.9% | 9,466 | -26.7% | 0.18% | -31.8% |
| Q3 2022 | $880,000 | +6.3% | 12,922 | +10.0% | 0.26% | +8.6% |
| Q2 2022 | $828,000 | -18.3% | 11,747 | -2.8% | 0.24% | -17.3% |
| Q1 2022 | $1,013,000 | -5.6% | 12,081 | +4.5% | 0.29% | -15.3% |
| Q4 2021 | $1,073,000 | +19.8% | 11,565 | +12.5% | 0.35% | -36.3% |
| Q3 2021 | $896,000 | +6.0% | 10,283 | +8.0% | 0.54% | -6.0% |
| Q2 2021 | $845,000 | +15.9% | 9,520 | +12.2% | 0.58% | +4.7% |
| Q1 2021 | $729,000 | +107.7% | 8,488 | +84.8% | 0.55% | +103.7% |
| Q4 2020 | $351,000 | +41.5% | 4,594 | +9.3% | 0.27% | +32.7% |
| Q3 2020 | $248,000 | +8.8% | 4,203 | +4.4% | 0.20% | +7.9% |
| Q2 2020 | $228,000 | – | 4,024 | – | 0.19% | – |
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% |