SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $434 | +28.0% | 6 | +20.0% | 0.00% | – |
Q1 2023 | $339 | +34.5% | 5 | +66.7% | 0.00% | – |
Q4 2022 | $252 | – | 3 | 0.0% | 0.00% | – |
Q3 2022 | $0 | – | 3 | +50.0% | 0.00% | – |
Q2 2022 | $0 | -100.0% | 2 | -99.3% | 0.00% | -100.0% |
Q1 2022 | $25,000 | -35.9% | 301 | -28.2% | 0.00% | 0.0% |
Q4 2021 | $39,000 | +8.3% | 419 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $36,000 | -5.3% | 419 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $38,000 | +5.6% | 419 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $36,000 | – | 419 | – | 0.00% | – |
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% |