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 | $1,949,788 | -48.8% | 26,611 | -46.2% | 0.03% | -47.4% |
| Q2 2023 | $3,806,211 | +77.3% | 49,457 | +69.9% | 0.06% | +67.6% |
| Q1 2023 | $2,146,568 | +5.6% | 29,106 | +3.4% | 0.03% | -2.9% |
| Q4 2022 | $2,033,628 | +2.4% | 28,151 | -3.4% | 0.04% | -5.4% |
| Q3 2022 | $1,985,000 | +95.4% | 29,137 | +102.2% | 0.04% | +94.7% |
| Q2 2022 | $1,016,000 | -59.4% | 14,411 | -51.8% | 0.02% | -51.3% |
| Q1 2022 | $2,504,000 | +250300.0% | 29,871 | +298610.0% | 0.04% | – |
| Q4 2021 | $1,000 | – | 10 | +100.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 5 | -99.8% | 0.00% | -100.0% |
| Q1 2021 | $177,882,000 | +5929300.0% | 2,072 | +3600.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -98.6% | 56 | -97.4% | 0.00% | -100.0% |
| Q4 2019 | $140,000 | +1300.0% | 2,178 | +1110.0% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | -95.9% | 180 | -96.0% | 0.00% | -100.0% |
| Q4 2018 | $243,000 | +1178.9% | 4,506 | +1486.6% | 0.01% | +1100.0% |
| Q3 2018 | $19,000 | +5.6% | 284 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +12.5% | 284 | +300.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | -44.8% | 71 | -45.0% | 0.00% | -50.0% |
| Q4 2017 | $29,000 | – | 129 | – | 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% |