SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,156,160 | +14.5% | 49,697 | +0.3% | 1.09% | +3.5% |
| Q3 2023 | $3,629,723 | -5.1% | 49,539 | -0.3% | 1.06% | +0.1% |
| Q2 2023 | $3,824,758 | +6.6% | 49,698 | +2.1% | 1.06% | +3.7% |
| Q1 2023 | $3,589,007 | -19.5% | 48,665 | -21.1% | 1.02% | -21.3% |
| Q4 2022 | $4,455,691 | +5.8% | 61,679 | -0.2% | 1.29% | +0.4% |
| Q3 2022 | $4,211,000 | -3.1% | 61,822 | +0.3% | 1.29% | +1.3% |
| Q2 2022 | $4,344,000 | -11.5% | 61,616 | +5.3% | 1.27% | -2.2% |
| Q1 2022 | $4,907,000 | -3.7% | 58,538 | +6.7% | 1.30% | +1.9% |
| Q4 2021 | $5,093,000 | +4.3% | 54,868 | -2.1% | 1.28% | -1.6% |
| Q3 2021 | $4,883,000 | +0.8% | 56,045 | +2.7% | 1.30% | -0.1% |
| Q2 2021 | $4,845,000 | +3.2% | 54,575 | -0.2% | 1.30% | -3.8% |
| Q1 2021 | $4,696,000 | -0.5% | 54,701 | -11.5% | 1.35% | -8.4% |
| Q4 2020 | $4,719,000 | +9.4% | 61,793 | -15.4% | 1.47% | -6.9% |
| Q3 2020 | $4,312,000 | +2.0% | 73,043 | -1.9% | 1.58% | -4.0% |
| Q2 2020 | $4,227,000 | -16.2% | 74,444 | -31.9% | 1.65% | -37.4% |
| Q1 2020 | $5,047,000 | -17.1% | 109,286 | +15.8% | 2.63% | -13.7% |
| Q4 2019 | $6,088,000 | +8.9% | 94,357 | +3.7% | 3.05% | +3.1% |
| Q3 2019 | $5,590,000 | +5.4% | 90,995 | +4.2% | 2.96% | +0.4% |
| Q2 2019 | $5,302,000 | +2.9% | 87,342 | +3.6% | 2.95% | -1.0% |
| Q1 2019 | $5,155,000 | +19.1% | 84,342 | +5.1% | 2.98% | -0.3% |
| Q4 2018 | $4,328,000 | – | 80,243 | – | 2.99% | – |
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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% |