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 | $202,445 | -4.8% | 2,763 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $212,640 | +4.4% | 2,763 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $203,771 | -0.1% | 2,763 | -7.6% | 0.04% | -21.2% |
| Q3 2022 | $204,000 | -11.7% | 2,989 | -8.9% | 0.05% | -11.9% |
| Q2 2022 | $231,000 | -16.0% | 3,280 | 0.0% | 0.06% | -7.8% |
| Q1 2022 | $275,000 | -9.5% | 3,280 | 0.0% | 0.06% | -8.6% |
| Q4 2021 | $304,000 | +6.3% | 3,280 | 0.0% | 0.07% | -7.9% |
| Q3 2021 | $286,000 | -1.7% | 3,280 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $291,000 | +3.2% | 3,280 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $282,000 | +12.8% | 3,280 | 0.0% | 0.08% | +4.9% |
| Q4 2020 | $250,000 | -5.3% | 3,280 | -29.5% | 0.08% | -24.3% |
| Q2 2020 | $264,000 | +12.8% | 4,653 | 0.0% | 0.11% | +3.9% |
| Q1 2020 | $234,000 | -22.0% | 4,653 | 0.0% | 0.10% | -6.4% |
| Q4 2019 | $300,000 | – | 4,653 | – | 0.11% | – |
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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% |