SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,784 | +4.8% | 5,197 | +10.1% | 0.04% | +2.6% |
| Q2 2023 | $363,174 | +4.3% | 4,719 | -0.1% | 0.04% | -7.1% |
| Q1 2023 | $348,248 | +3.5% | 4,722 | +1.4% | 0.04% | -2.3% |
| Q4 2022 | $336,494 | +40.2% | 4,658 | +32.2% | 0.04% | +19.4% |
| Q3 2022 | $240,000 | +1.7% | 3,524 | +5.1% | 0.04% | -2.7% |
| Q2 2022 | $236,000 | -11.3% | 3,354 | +5.8% | 0.04% | -5.1% |
| Q1 2022 | $266,000 | +30.4% | 3,171 | +44.5% | 0.04% | +34.5% |
| Q4 2021 | $204,000 | +325.0% | 2,194 | +110.4% | 0.03% | +141.7% |
| Q1 2020 | $48,000 | -27.3% | 1,043 | +2.2% | 0.01% | -7.7% |
| Q4 2019 | $66,000 | +88.6% | 1,021 | +75.7% | 0.01% | +85.7% |
| Q3 2019 | $35,000 | – | 581 | – | 0.01% | – |
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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% |