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 | $467,568 | -4.8% | 6,381 | 0.0% | 0.04% | -2.8% |
Q2 2023 | $491,100 | +5.4% | 6,381 | +1.0% | 0.04% | -12.2% |
Q1 2023 | $465,805 | +2.1% | 6,316 | 0.0% | 0.04% | -4.7% |
Q4 2022 | $456,268 | -99.9% | 6,316 | 0.0% | 0.04% | +4.9% |
Q3 2022 | $430,246,000 | -3.4% | 6,316 | 0.0% | 0.04% | -2.4% |
Q2 2022 | $445,278,000 | -15.9% | 6,316 | 0.0% | 0.04% | +2.4% |
Q1 2022 | $529,470,000 | -9.7% | 6,316 | 0.0% | 0.04% | -8.9% |
Q4 2021 | $586,251,000 | +6.5% | 6,316 | 0.0% | 0.04% | -4.3% |
Q3 2021 | $550,250,000 | – | 6,316 | – | 0.05% | – |
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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% |