SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 356 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,236,345 | -5.3% | 30,522 | -0.6% | 0.34% | -13.2% |
| Q2 2023 | $2,362,257 | -2.9% | 30,695 | -7.0% | 0.39% | -33.9% |
| Q1 2023 | $2,432,877 | +561.8% | 32,988 | +548.2% | 0.58% | +495.9% |
| Q4 2022 | $367,616 | -33.2% | 5,089 | -37.0% | 0.10% | -41.0% |
| Q3 2022 | $550,000 | -2.3% | 8,073 | +1.1% | 0.17% | +1.2% |
| Q2 2022 | $563,000 | -81.9% | 7,986 | -78.5% | 0.16% | -81.8% |
| Q1 2022 | $3,108,000 | +12.5% | 37,081 | +24.6% | 0.90% | +59.9% |
| Q4 2021 | $2,762,000 | +9.3% | 29,761 | +2.6% | 0.56% | +2.4% |
| Q3 2021 | $2,528,000 | +0.8% | 29,016 | +2.7% | 0.55% | +5.6% |
| Q2 2021 | $2,509,000 | -9.6% | 28,264 | -12.6% | 0.52% | -17.2% |
| Q1 2021 | $2,775,000 | +49.0% | 32,327 | -1.4% | 0.63% | -43.3% |
| Q2 2020 | $1,862,000 | – | 32,796 | – | 1.11% | – |
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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% |