SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 363 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,285 | -6.7% | 7,011 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $538,223 | +4.7% | 6,994 | +0.3% | 0.05% | +1.9% |
| Q1 2023 | $514,235 | +2.3% | 6,973 | +0.2% | 0.05% | -1.9% |
| Q4 2022 | $502,560 | +6.5% | 6,957 | +0.3% | 0.05% | -1.9% |
| Q3 2022 | $472,000 | +103.4% | 6,934 | +111.0% | 0.05% | +116.0% |
| Q2 2022 | $232,000 | +9.4% | 3,287 | +44.0% | 0.02% | +38.9% |
| Q4 2021 | $212,000 | +5.0% | 2,282 | +0.4% | 0.02% | -5.3% |
| Q2 2021 | $202,000 | -1.0% | 2,273 | +152.8% | 0.02% | -42.4% |
| Q4 2017 | $204,000 | -14.6% | 899 | -14.3% | 0.03% | -19.5% |
| Q3 2017 | $239,000 | -0.4% | 1,049 | -6.8% | 0.04% | -4.7% |
| Q1 2017 | $240,000 | – | 1,126 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invst, LLC | 66,584 | $15,130,000 | 9.72% |
| Capital Directions Investment Advisors, LLC | 102,614 | $23,866,000 | 7.50% |
| FAS Wealth Partners, Inc. | 106,317 | $24,727,000 | 7.13% |
| MCIA Inc | 23,552 | $5,478,000 | 5.94% |
| Tiller Private Wealth, Inc. | 25,022 | $5,820,000 | 4.18% |
| PACIFIC SUN FINANCIAL CORP | 13,390 | $3,114,000 | 4.11% |
| MFA WEALTH ADVISORS, LLC | 19,799 | $4,698,000 | 3.54% |
| Harborview Advisors, LLC | 14,444 | $3,359,000 | 3.19% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 17,375 | $4,041,000 | 3.06% |
| Krilogy Financial LLC | 45,801 | $10,652,000 | 2.54% |