SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 363 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $315,754 | -5.2% | 4,103 | -5.2% | 0.07% | 0.0% |
Q2 2023 | $333,070 | +14.1% | 4,328 | +9.3% | 0.07% | +2.8% |
Q1 2023 | $292,012 | -2.4% | 3,959 | -4.5% | 0.07% | -2.7% |
Q4 2022 | $299,336 | +4.3% | 4,144 | -1.6% | 0.07% | -2.7% |
Q3 2022 | $287,000 | -1.0% | 4,213 | +3.1% | 0.08% | +5.6% |
Q2 2022 | $290,000 | -3.3% | 4,087 | +14.0% | 0.07% | +18.3% |
Q1 2022 | $300,000 | +19.0% | 3,584 | +31.9% | 0.06% | +9.1% |
Q4 2021 | $252,000 | +869.2% | 2,717 | +528.9% | 0.06% | +685.7% |
Q3 2019 | $26,000 | 0.0% | 432 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $26,000 | 0.0% | 432 | 0.0% | 0.01% | -41.7% |
Q1 2019 | $26,000 | – | 432 | – | 0.01% | – |
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% |