SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,327 | -5.1% | 4,386 | +1.3% | 0.01% | 0.0% |
Q2 2023 | $328,000 | +13.8% | 4,331 | +9.7% | 0.01% | +16.7% |
Q1 2023 | $288,204 | +17.4% | 3,948 | +18.2% | 0.01% | +20.0% |
Q4 2022 | $245,583 | -67.0% | 3,339 | -59.9% | 0.01% | -61.5% |
Q4 2021 | $745,000 | +39.8% | 8,323 | +37.6% | 0.01% | +30.0% |
Q3 2021 | $533,000 | +67.6% | 6,048 | +65.7% | 0.01% | +66.7% |
Q2 2021 | $318,000 | – | 3,651 | – | 0.01% | – |
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% |