SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $205,076 | -51.9% | 2,781 | -52.9% | 0.00% | -50.0% |
| Q4 2022 | $426,242 | -11.8% | 5,900 | -16.8% | 0.00% | -60.0% |
| Q3 2022 | $483,000 | -0.4% | 7,092 | +3.0% | 0.01% | +25.0% |
| Q2 2022 | $485,000 | -15.8% | 6,886 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $576,000 | -23.4% | 6,876 | -15.2% | 0.01% | -27.3% |
| Q4 2021 | $752,000 | +8.4% | 8,106 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $694,000 | -1.1% | 7,969 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $702,000 | -3.0% | 7,911 | -6.3% | 0.01% | -21.4% |
| Q1 2021 | $724,000 | +6.9% | 8,439 | -4.8% | 0.01% | +7.7% |
| Q4 2020 | $677,000 | +66.7% | 8,864 | +28.9% | 0.01% | -60.6% |
| Q3 2020 | $406,000 | +4.9% | 6,877 | +0.9% | 0.03% | -8.3% |
| Q2 2020 | $387,000 | +22.9% | 6,813 | 0.0% | 0.04% | -7.7% |
| Q1 2020 | $315,000 | -31.7% | 6,813 | -5.0% | 0.04% | -15.2% |
| Q4 2019 | $461,000 | +7.7% | 7,171 | 0.0% | 0.05% | -11.5% |
| Q3 2019 | $428,000 | -3.6% | 7,171 | -1.5% | 0.05% | -8.8% |
| Q2 2019 | $444,000 | -3.7% | 7,281 | -5.7% | 0.06% | -12.3% |
| Q1 2019 | $461,000 | -4.2% | 7,718 | -13.5% | 0.06% | -17.7% |
| Q4 2018 | $481,000 | -23.8% | 8,924 | -4.6% | 0.08% | -13.2% |
| Q3 2018 | $631,000 | +41.5% | 9,358 | +32.8% | 0.09% | +16.7% |
| Q2 2018 | $446,000 | +9.0% | 7,048 | +300.0% | 0.08% | +1.3% |
| Q1 2018 | $409,000 | +2.0% | 1,762 | 0.0% | 0.08% | +4.1% |
| Q4 2017 | $401,000 | – | 1,762 | – | 0.07% | – |
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% |