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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,000 | -6.6% | 1,348 | +3.1% | 0.05% | -5.4% |
| Q4 2021 | $121,000 | +2.5% | 1,307 | -3.5% | 0.06% | -8.2% |
| Q3 2021 | $118,000 | -3.3% | 1,354 | -1.2% | 0.06% | -1.6% |
| Q2 2021 | $122,000 | +71.8% | 1,371 | +67.0% | 0.06% | +59.0% |
| Q1 2021 | $71,000 | 0.0% | 821 | -11.9% | 0.04% | 0.0% |
| Q4 2020 | $71,000 | +42.0% | 932 | +9.1% | 0.04% | +30.0% |
| Q3 2020 | $50,000 | -24.2% | 854 | -26.7% | 0.03% | -26.8% |
| Q2 2020 | $66,000 | +29.4% | 1,165 | +5.0% | 0.04% | +7.9% |
| Q1 2020 | $51,000 | +183.3% | 1,109 | +304.7% | 0.04% | +137.5% |
| Q4 2019 | $18,000 | – | 274 | – | 0.02% | – |
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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% |