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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826,426 | -4.3% | 11,394 | +1.6% | 0.30% | -2.3% |
| Q2 2023 | $863,433 | +6.2% | 11,219 | +1.9% | 0.31% | +6.6% |
| Q1 2023 | $812,810 | +1.7% | 11,009 | -0.5% | 0.29% | -6.2% |
| Q4 2022 | $799,494 | +5.3% | 11,067 | -0.7% | 0.31% | -4.7% |
| Q3 2022 | $759,000 | -49.2% | 11,148 | -47.4% | 0.32% | -46.3% |
| Q2 2022 | $1,493,000 | -19.7% | 21,179 | -3.5% | 0.60% | -11.4% |
| Q1 2022 | $1,859,000 | -8.2% | 21,941 | +0.6% | 0.68% | -7.4% |
| Q4 2021 | $2,024,000 | +1.8% | 21,802 | -2.8% | 0.73% | -8.3% |
| Q3 2021 | $1,988,000 | +5.7% | 22,435 | +6.3% | 0.80% | -0.3% |
| Q2 2021 | $1,880,000 | +2.8% | 21,099 | +0.7% | 0.80% | -16.0% |
| Q1 2021 | $1,828,000 | +31.4% | 20,944 | +15.0% | 0.95% | +14.4% |
| Q4 2020 | $1,391,000 | +53.0% | 18,219 | +18.3% | 0.83% | +22.4% |
| Q3 2020 | $909,000 | +0.9% | 15,405 | -3.0% | 0.68% | -4.1% |
| Q2 2020 | $901,000 | +22.4% | 15,876 | -0.4% | 0.71% | -7.0% |
| Q1 2020 | $736,000 | -29.0% | 15,941 | -0.8% | 0.76% | -3.7% |
| Q4 2019 | $1,037,000 | +15.0% | 16,077 | +6.2% | 0.79% | +6.0% |
| Q3 2019 | $902,000 | -3.9% | 15,139 | -1.8% | 0.74% | -6.3% |
| Q2 2019 | $939,000 | +16.9% | 15,409 | +15.9% | 0.80% | +8.9% |
| Q1 2019 | $803,000 | +33.6% | 13,292 | +19.3% | 0.73% | +10.1% |
| Q4 2018 | $601,000 | – | 11,146 | – | 0.66% | – |
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% |