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 | $3,141,027 | -5.8% | 42,869 | -1.0% | 0.21% | -7.8% |
| Q2 2023 | $3,333,077 | -36.1% | 43,309 | -38.7% | 0.23% | -41.1% |
| Q1 2023 | $5,212,829 | -12.1% | 70,682 | -13.9% | 0.39% | -21.7% |
| Q4 2022 | $5,931,430 | +6.0% | 82,107 | -0.1% | 0.50% | -3.6% |
| Q3 2022 | $5,598,000 | -4.2% | 82,179 | -0.9% | 0.52% | +2.2% |
| Q2 2022 | $5,844,000 | -16.1% | 82,900 | -0.3% | 0.51% | -4.1% |
| Q1 2022 | $6,968,000 | -9.8% | 83,125 | -0.1% | 0.53% | -11.0% |
| Q4 2021 | $7,722,000 | +3.8% | 83,199 | -2.6% | 0.60% | -7.7% |
| Q3 2021 | $7,441,000 | -3.7% | 85,411 | -1.8% | 0.65% | -4.6% |
| Q2 2021 | $7,724,000 | -46.6% | 87,016 | -45.7% | 0.68% | -48.4% |
| Q1 2021 | $14,456,000 | +159.2% | 160,180 | +69.5% | 1.32% | +114.0% |
| Q3 2020 | $5,578,000 | +21.5% | 94,501 | -4.9% | 0.62% | -10.2% |
| Q1 2020 | $4,590,000 | -40.4% | 99,389 | -16.7% | 0.69% | -19.1% |
| Q4 2019 | $7,700,000 | +3.1% | 119,341 | -4.8% | 0.85% | -7.9% |
| Q3 2019 | $7,471,000 | +7.5% | 125,379 | +9.9% | 0.92% | +7.3% |
| Q2 2019 | $6,948,000 | – | 114,069 | – | 0.86% | – |
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% |