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 | $602,426 | -6.0% | 8,222 | -1.2% | 0.12% | -4.9% |
| Q2 2023 | $640,769 | -3.2% | 8,326 | -7.2% | 0.12% | -7.5% |
| Q1 2023 | $661,685 | -23.7% | 8,972 | -25.3% | 0.13% | -27.7% |
| Q4 2022 | $867,169 | +36.8% | 12,004 | +29.0% | 0.18% | +28.7% |
| Q3 2022 | $634,000 | -9.7% | 9,306 | -6.6% | 0.14% | -7.1% |
| Q2 2022 | $702,000 | -22.9% | 9,964 | -8.3% | 0.15% | -17.2% |
| Q1 2022 | $911,000 | +346.6% | 10,867 | +393.3% | 0.19% | +332.6% |
| Q4 2021 | $204,000 | – | 2,203 | – | 0.04% | – |
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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% |