SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 309 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,691 | -4.7% | 5,059 | +0.1% | 0.17% | -1.7% |
| Q2 2023 | $388,893 | +2.4% | 5,053 | -1.9% | 0.17% | -4.9% |
| Q1 2023 | $379,821 | +0.8% | 5,150 | -1.3% | 0.18% | -5.2% |
| Q4 2022 | $376,953 | +6.2% | 5,218 | 0.0% | 0.19% | +1.0% |
| Q3 2022 | $355,000 | -3.5% | 5,218 | +0.0% | 0.19% | -1.0% |
| Q2 2022 | $368,000 | -14.2% | 5,217 | +1.9% | 0.19% | -2.0% |
| Q1 2022 | $429,000 | -9.5% | 5,120 | +0.3% | 0.20% | -7.5% |
| Q4 2021 | $474,000 | +6.5% | 5,105 | 0.0% | 0.21% | -3.6% |
| Q3 2021 | $445,000 | -1.5% | 5,105 | +0.2% | 0.22% | -3.9% |
| Q2 2021 | $452,000 | +3.0% | 5,095 | -0.3% | 0.23% | -5.0% |
| Q1 2021 | $439,000 | +9.2% | 5,108 | -3.0% | 0.24% | +2.1% |
| Q4 2020 | $402,000 | +29.3% | 5,264 | 0.0% | 0.24% | +14.5% |
| Q3 2020 | $311,000 | +2.6% | 5,264 | -1.3% | 0.21% | -7.2% |
| Q2 2020 | $303,000 | +9.4% | 5,334 | -11.0% | 0.22% | -7.9% |
| Q1 2020 | $277,000 | -32.9% | 5,996 | -6.4% | 0.24% | -17.4% |
| Q4 2019 | $413,000 | -19.0% | 6,406 | -25.1% | 0.29% | -41.9% |
| Q3 2019 | $510,000 | -2.1% | 8,554 | +0.0% | 0.50% | -2.5% |
| Q2 2019 | $521,000 | +5.3% | 8,553 | +3.1% | 0.52% | +1.0% |
| Q1 2019 | $495,000 | +6.7% | 8,298 | -3.6% | 0.51% | -3.2% |
| Q4 2018 | $464,000 | -18.2% | 8,607 | +2.4% | 0.53% | -3.5% |
| Q3 2018 | $567,000 | +8.4% | 8,402 | +1.6% | 0.55% | -2.5% |
| Q2 2018 | $523,000 | +15.7% | 8,270 | +325.4% | 0.56% | +13.8% |
| Q1 2018 | $452,000 | +0.7% | 1,944 | -1.5% | 0.49% | +0.4% |
| Q4 2017 | $449,000 | – | 1,973 | – | 0.49% | – |
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% |