SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 356 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,727 | -8.5% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,165 | +10.8% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,663 | +3138.2% | 66 | +3200.0% | 0.00% | – |
| Q4 2022 | $144 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -99.5% | 0.00% | -100.0% |
| Q3 2021 | $33,000 | -2.9% | 381 | +0.3% | 0.01% | -14.3% |
| Q2 2021 | $34,000 | +3.0% | 380 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +13.8% | 380 | 0.0% | 0.01% | -46.2% |
| Q4 2020 | $29,000 | +31.8% | 380 | +0.5% | 0.01% | +160.0% |
| Q3 2020 | $22,000 | +22.2% | 378 | +21.2% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +38.5% | 312 | +13.5% | 0.01% | +25.0% |
| Q1 2020 | $13,000 | -59.4% | 275 | -45.0% | 0.00% | -50.0% |
| Q4 2019 | $32,000 | – | 500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
| ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
| Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
| NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
| FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
| Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
| KWB Wealth | 173,217 | $14,871,000 | 2.84% |
| Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 76,954 | $6,606,000 | 2.72% |