SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,429 | +4.4% | 141 | +2.2% | 0.00% | 0.0% |
| Q4 2022 | $9,992 | +11.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | +350.0% | 138 | +475.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 24 | +33.3% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | -75.0% | 18 | -85.9% | 0.00% | -100.0% |
| Q3 2020 | $8,000 | +14.3% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | -27.3% | 128 | -33.0% | 0.00% | -40.0% |
| Q3 2019 | $11,000 | -31.2% | 191 | -25.4% | 0.01% | -28.6% |
| Q2 2019 | $16,000 | -86.2% | 256 | -86.9% | 0.01% | -86.3% |
| Q1 2019 | $116,000 | +728.6% | 1,950 | +661.7% | 0.05% | +628.6% |
| Q4 2018 | $14,000 | -17.6% | 256 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 256 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 256 | +300.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | – | 64 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
| ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
| Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
| NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
| FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
| Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
| KWB Wealth | 173,217 | $14,871,000 | 2.84% |
| Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
| Shakespeare Wealth Management, LLC | 76,954 | $6,606,000 | 2.72% |