SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,112,757 | +1.5% | 15,187 | +6.6% | 0.46% | -0.2% |
Q2 2023 | $1,096,532 | +6.1% | 14,248 | +1.6% | 0.46% | +4.3% |
Q1 2023 | $1,033,760 | +10.0% | 14,017 | +7.8% | 0.44% | +1.2% |
Q4 2022 | $939,559 | +9.6% | 13,006 | +3.4% | 0.43% | +0.2% |
Q3 2022 | $857,000 | -3.1% | 12,575 | +0.3% | 0.43% | +2.9% |
Q2 2022 | $884,000 | -22.0% | 12,536 | -7.4% | 0.42% | -6.7% |
Q1 2022 | $1,134,000 | -6.2% | 13,532 | +3.9% | 0.45% | -1.5% |
Q4 2021 | $1,209,000 | +13.5% | 13,029 | +6.6% | 0.46% | +6.8% |
Q3 2021 | $1,065,000 | -2.8% | 12,225 | -1.0% | 0.43% | -4.5% |
Q2 2021 | $1,096,000 | +3.7% | 12,350 | +0.3% | 0.45% | -2.4% |
Q1 2021 | $1,057,000 | +10.3% | 12,313 | -1.9% | 0.46% | +4.3% |
Q4 2020 | $958,000 | +23.1% | 12,546 | -8.5% | 0.44% | +5.3% |
Q3 2020 | $778,000 | 0.0% | 13,709 | 0.0% | 0.42% | 0.0% |
Q2 2020 | $778,000 | +28.0% | 13,709 | +4.1% | 0.42% | +11.8% |
Q1 2020 | $608,000 | -28.6% | 13,166 | -0.4% | 0.37% | -14.6% |
Q4 2019 | $852,000 | +10.2% | 13,213 | +1.9% | 0.44% | +2.8% |
Q3 2019 | $773,000 | -2.4% | 12,964 | -0.3% | 0.43% | -2.1% |
Q2 2019 | $792,000 | +2.9% | 13,004 | +0.8% | 0.44% | 0.0% |
Q1 2019 | $770,000 | +10.8% | 12,898 | +0.1% | 0.44% | +5.6% |
Q4 2018 | $695,000 | -17.7% | 12,885 | +3.0% | 0.41% | -15.2% |
Q3 2018 | $844,000 | +6.8% | 12,504 | +0.0% | 0.49% | +3.6% |
Q2 2018 | $790,000 | +8.8% | 12,501 | +300.4% | 0.47% | +6.6% |
Q1 2018 | $726,000 | +3.4% | 3,122 | +1.1% | 0.44% | +3.3% |
Q4 2017 | $702,000 | -0.6% | 3,089 | -0.4% | 0.43% | -3.6% |
Q3 2017 | $706,000 | +5.4% | 3,100 | 0.0% | 0.44% | +0.2% |
Q2 2017 | $670,000 | +2.1% | 3,100 | +0.6% | 0.44% | -2.6% |
Q1 2017 | $656,000 | -31.9% | 3,083 | -33.4% | 0.45% | -32.6% |
Q4 2016 | $963,000 | +0.7% | 4,629 | -7.4% | 0.67% | +1.7% |
Q3 2016 | $956,000 | +8.0% | 5,001 | +0.8% | 0.66% | +4.4% |
Q2 2016 | $885,000 | -26.0% | 4,963 | -28.3% | 0.63% | -24.4% |
Q1 2016 | $1,196,000 | -4.5% | 6,921 | -4.7% | 0.84% | -3.3% |
Q4 2015 | $1,253,000 | +4.9% | 7,263 | +6.1% | 0.87% | -2.7% |
Q3 2015 | $1,194,000 | -29.6% | 6,848 | -23.2% | 0.89% | -29.5% |
Q2 2015 | $1,697,000 | -2.1% | 8,921 | -2.9% | 1.26% | -2.7% |
Q1 2015 | $1,734,000 | -3.3% | 9,189 | -8.8% | 1.30% | -12.4% |
Q4 2014 | $1,793,000 | -35.3% | 10,074 | -34.1% | 1.48% | -27.0% |
Q2 2014 | $2,770,000 | – | 15,293 | – | 2.03% | – |
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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% |