SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,138 | +2941.1% | 5,079 | +3094.3% | 0.01% | – |
| Q2 2023 | $12,237 | -15.8% | 159 | -19.3% | 0.00% | – |
| Q1 2023 | $14,529 | -98.6% | 197 | -98.6% | 0.00% | -100.0% |
| Q4 2022 | $1,023,135 | -15.0% | 14,163 | -19.8% | 0.03% | +6.9% |
| Q3 2022 | $1,203,000 | +23960.0% | 17,653 | +26247.8% | 0.03% | – |
| Q2 2022 | $5,000 | -54.5% | 67 | -49.2% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 132 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 132 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -15.4% | 132 | -7.0% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 142 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | +20.0% | 142 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -33.3% | 142 | -47.4% | 0.00% | -100.0% |
| Q3 2020 | $15,000 | -40.0% | 270 | -39.5% | 0.00% | -50.0% |
| Q2 2020 | $25,000 | – | 446 | +4360.0% | 0.00% | – |
| Q1 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 10 | – | 0.00% | – |
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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% |