SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3 | -99.9% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 37 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -98.8% | 38 | -98.6% | 0.00% | -99.0% |
| Q4 2021 | $250,000 | +9.2% | 2,691 | +2.2% | 0.10% | -1.0% |
| Q3 2021 | $229,000 | +4.1% | 2,632 | +5.8% | 0.10% | +1.9% |
| Q2 2021 | $220,000 | +0.9% | 2,487 | -1.8% | 0.10% | -7.2% |
| Q1 2021 | $218,000 | +5.3% | 2,533 | -6.6% | 0.11% | -1.8% |
| Q4 2020 | $207,000 | +29.4% | 2,713 | +0.1% | 0.11% | +10.8% |
| Q3 2020 | $160,000 | +5.3% | 2,711 | +1.0% | 0.10% | -4.7% |
| Q2 2020 | $152,000 | – | 2,683 | – | 0.11% | – |
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% |