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 2022 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | -50.0% | 11 | -50.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | +100.0% | 22 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 11 | +10.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -93.3% | 10 | -94.8% | 0.00% | -92.9% |
| Q4 2020 | $15,000 | -94.4% | 194 | -95.1% | 0.01% | -92.2% |
| Q3 2018 | $269,000 | +7.2% | 3,979 | +0.2% | 0.18% | -1.1% |
| Q2 2018 | $251,000 | +9.1% | 3,971 | +300.7% | 0.18% | +3.4% |
| Q1 2018 | $230,000 | +2.7% | 991 | +3.8% | 0.18% | +4.2% |
| Q4 2017 | $224,000 | – | 955 | – | 0.17% | – |
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% |