SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,194 | -11.6% | 5,885 | -7.2% | 0.12% | -5.5% |
| Q2 2023 | $487,849 | -0.2% | 6,339 | -4.3% | 0.13% | 0.0% |
| Q1 2023 | $488,668 | +66.2% | 6,626 | +62.8% | 0.13% | +60.8% |
| Q4 2022 | $294,017 | -20.5% | 4,070 | -25.0% | 0.08% | -24.8% |
| Q3 2022 | $370,000 | -76.3% | 5,425 | -75.5% | 0.10% | -75.0% |
| Q2 2022 | $1,560,000 | – | 22,124 | – | 0.42% | – |
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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% |