SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $334,000 | -74.5% | 4,900 | -73.6% | 0.01% | -75.7% |
| Q2 2022 | $1,311,000 | -19.5% | 18,594 | -4.3% | 0.04% | -5.1% |
| Q1 2022 | $1,629,000 | -23.6% | 19,432 | -15.5% | 0.04% | -27.8% |
| Q4 2021 | $2,133,000 | +18.9% | 22,985 | +11.6% | 0.05% | 0.0% |
| Q3 2021 | $1,794,000 | +10.4% | 20,593 | +12.5% | 0.05% | -6.9% |
| Q2 2021 | $1,625,000 | +26.0% | 18,310 | +21.9% | 0.06% | -10.8% |
| Q1 2021 | $1,290,000 | +24.4% | 15,023 | +10.7% | 0.06% | -15.6% |
| Q4 2020 | $1,037,000 | +51.4% | 13,574 | +17.0% | 0.08% | +24.2% |
| Q3 2020 | $685,000 | +49.2% | 11,598 | +43.4% | 0.06% | -10.1% |
| Q2 2020 | $459,000 | +111.5% | 8,088 | +86.2% | 0.07% | +11.3% |
| Q1 2020 | $217,000 | – | 4,344 | – | 0.06% | – |
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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% |