SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,550 | -4.8% | 376 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $28,937 | +103246.4% | 376 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $28 | +3.7% | 376 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $27 | -99.9% | 376 | 0.0% | 0.01% | +18.2% |
| Q2 2022 | $27,000 | -15.6% | 376 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $32,000 | -8.6% | 376 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $35,000 | +6.1% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 376 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $33,000 | +3.1% | 376 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $32,000 | +14.3% | 376 | 0.0% | 0.02% | +15.4% |
| Q4 2020 | $28,000 | +27.3% | 376 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $22,000 | +4.8% | 376 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $21,000 | -12.5% | 376 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $24,000 | – | 376 | – | 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% |