SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,510 | -5.6% | 6,367 | -0.9% | 0.04% | -2.6% |
| Q2 2023 | $494,237 | -40.0% | 6,422 | -42.5% | 0.04% | -46.6% |
| Q1 2023 | $823,788 | -4.9% | 11,170 | -6.9% | 0.07% | -14.1% |
| Q4 2022 | $866,447 | -14.9% | 11,994 | -19.8% | 0.08% | -1.2% |
| Q3 2022 | $1,018,000 | -1.5% | 14,949 | +1.8% | 0.09% | -22.5% |
| Q2 2022 | $1,034,000 | +27.3% | 14,680 | +55.0% | 0.11% | +40.5% |
| Q1 2022 | $812,000 | -39.4% | 9,470 | -34.4% | 0.08% | -26.9% |
| Q4 2021 | $1,339,000 | +15.1% | 14,428 | +8.0% | 0.11% | +5.9% |
| Q3 2021 | $1,163,000 | +10.4% | 13,356 | +12.6% | 0.10% | +4.1% |
| Q2 2021 | $1,053,000 | +29.7% | 11,865 | +25.3% | 0.10% | +18.1% |
| Q1 2021 | $812,000 | +24.3% | 9,470 | +10.7% | 0.08% | +16.9% |
| Q4 2020 | $653,000 | +61.6% | 8,556 | +24.9% | 0.07% | +36.5% |
| Q3 2020 | $404,000 | +60.3% | 6,851 | +54.1% | 0.05% | +48.6% |
| Q2 2020 | $252,000 | +384.6% | 4,447 | +1382.3% | 0.04% | +105.9% |
| Q3 2015 | $52,000 | -8.8% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $57,000 | 0.0% | 300 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $57,000 | – | 300 | – | 0.02% | – |
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% |