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 | $7,327 | -4.8% | 100 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $7,696 | +4.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,375 | +2.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,224 | +3.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -28.6% | 100 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $7,000 | – | 100 | – | 0.00% | – |
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% |