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 | $558,714 | -5.6% | 7,625 | -0.8% | 0.04% | 0.0% |
| Q2 2023 | $591,727 | +18.3% | 7,688 | +13.3% | 0.04% | +11.8% |
| Q1 2023 | $500,256 | -2.7% | 6,783 | -4.7% | 0.03% | -12.8% |
| Q4 2022 | $513,967 | -29.0% | 7,114 | -33.1% | 0.04% | -35.0% |
| Q3 2022 | $724,000 | -6.8% | 10,632 | -3.6% | 0.06% | -23.1% |
| Q2 2022 | $777,000 | -18.8% | 11,025 | -3.5% | 0.08% | -4.9% |
| Q1 2022 | $957,000 | -24.9% | 11,420 | -16.8% | 0.08% | -21.9% |
| Q4 2021 | $1,274,000 | -3.9% | 13,732 | -9.8% | 0.10% | -3.7% |
| Q3 2021 | $1,326,000 | -28.7% | 15,222 | -27.4% | 0.11% | -41.7% |
| Q2 2021 | $1,861,000 | -34.7% | 20,972 | -36.9% | 0.19% | -38.7% |
| Q1 2021 | $2,851,000 | -26.5% | 33,217 | -34.6% | 0.30% | -36.2% |
| Q4 2020 | $3,879,000 | +43.2% | 50,792 | +10.7% | 0.48% | +23.8% |
| Q3 2020 | $2,708,000 | +112.7% | 45,884 | +104.6% | 0.39% | +94.0% |
| Q2 2020 | $1,273,000 | +57.9% | 22,426 | +28.4% | 0.20% | +25.2% |
| Q1 2020 | $806,000 | +35.0% | 17,471 | +88.7% | 0.16% | +65.6% |
| Q4 2019 | $597,000 | +42.8% | 9,258 | +31.8% | 0.10% | +31.5% |
| Q3 2019 | $418,000 | +8.3% | 7,023 | +10.8% | 0.07% | +5.8% |
| Q2 2019 | $386,000 | +4.3% | 6,339 | +2.2% | 0.07% | -11.5% |
| Q1 2019 | $370,000 | +63.7% | 6,201 | +47.5% | 0.08% | +41.8% |
| Q4 2018 | $226,000 | +425.6% | 4,203 | +558.8% | 0.06% | +511.1% |
| Q3 2018 | $43,000 | – | 638 | – | 0.01% | – |
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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% |