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 | $12,127 | +4010.8% | 166 | +4050.0% | 0.00% | – |
Q1 2023 | $295 | -90.2% | 4 | -90.5% | 0.00% | – |
Q3 2022 | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – |
Q2 2022 | $3,000 | -25.0% | 42 | 0.0% | 0.00% | – |
Q1 2022 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | – |
Q4 2021 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | -100.0% |
Q3 2021 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $4,000 | -85.7% | 42 | -91.5% | 0.00% | -87.5% |
Q2 2020 | $28,000 | +21.7% | 493 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $23,000 | -64.1% | 493 | -50.0% | 0.01% | -27.3% |
Q4 2019 | $64,000 | +120.7% | 986 | +100.0% | 0.01% | +22.2% |
Q3 2019 | $29,000 | -29.3% | 493 | -27.4% | 0.01% | -35.7% |
Q2 2019 | $41,000 | 0.0% | 679 | 0.0% | 0.01% | -26.3% |
Q1 2019 | $41,000 | +10.8% | 679 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $37,000 | -19.6% | 679 | 0.0% | 0.02% | -13.6% |
Q3 2018 | $46,000 | – | 679 | – | 0.02% | – |
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% |