SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $458,000 | -5.0% | 5,474 | +5.4% | 0.26% | +2.0% |
| Q4 2021 | $482,000 | +5.7% | 5,195 | -0.9% | 0.25% | -1.9% |
| Q3 2021 | $456,000 | -1.9% | 5,244 | 0.0% | 0.26% | -1.5% |
| Q2 2021 | $465,000 | +5.0% | 5,244 | +1.6% | 0.26% | -0.4% |
| Q1 2021 | $443,000 | +6.0% | 5,162 | 0.0% | 0.26% | +12.3% |
| Q4 2020 | $418,000 | +37.5% | 5,162 | 0.0% | 0.24% | +16.9% |
| Q3 2020 | $304,000 | +10.5% | 5,162 | +6.5% | 0.20% | -5.2% |
| Q2 2020 | $275,000 | +30.3% | 4,846 | +5.6% | 0.21% | +15.8% |
| Q1 2020 | $211,000 | -32.2% | 4,589 | -5.0% | 0.18% | -10.3% |
| Q4 2019 | $311,000 | +3.7% | 4,828 | -4.3% | 0.20% | -6.0% |
| Q3 2019 | $300,000 | -10.7% | 5,045 | -8.6% | 0.22% | -11.4% |
| Q2 2019 | $336,000 | +784.2% | 5,518 | +3071.3% | 0.24% | +620.6% |
| Q4 2017 | $38,000 | – | 174 | – | 0.03% | – |
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% |