SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $780,242 | +15.2% | 10,648 | +21.0% | 0.05% | +6.2% |
| Q2 2023 | $677,122 | +199.2% | 8,798 | +180.9% | 0.05% | +152.6% |
| Q4 2022 | $226,305 | +0.1% | 3,132 | +16.4% | 0.02% | +5.6% |
| Q1 2022 | $226,000 | -78.5% | 2,690 | -76.3% | 0.02% | -76.3% |
| Q4 2021 | $1,052,000 | +12.2% | 11,335 | +5.3% | 0.08% | -5.0% |
| Q3 2021 | $938,000 | +34.8% | 10,766 | +37.3% | 0.08% | +29.0% |
| Q2 2021 | $696,000 | +20.2% | 7,842 | +16.2% | 0.06% | +1.6% |
| Q1 2021 | $579,000 | +21.4% | 6,746 | +8.0% | 0.06% | -7.6% |
| Q4 2020 | $477,000 | +40.7% | 6,244 | +8.7% | 0.07% | -20.5% |
| Q3 2020 | $339,000 | -57.0% | 5,742 | -58.6% | 0.08% | -65.7% |
| Q2 2020 | $788,000 | +304.1% | 13,883 | +228.0% | 0.24% | +75.4% |
| Q1 2020 | $195,000 | -81.9% | 4,232 | -74.7% | 0.14% | -77.5% |
| Q4 2019 | $1,080,000 | +1.0% | 16,737 | -6.7% | 0.61% | +49.9% |
| Q3 2019 | $1,069,000 | -12.4% | 17,937 | -10.5% | 0.41% | -16.0% |
| Q2 2019 | $1,221,000 | +388.4% | 20,049 | +378.5% | 0.49% | +260.7% |
| Q1 2019 | $250,000 | – | 4,190 | – | 0.14% | – |
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% |