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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,505 | -96.2% | 270 | -96.4% | 0.01% | -96.8% |
| Q3 2022 | $516,000 | -3.4% | 7,570 | 0.0% | 0.31% | +6.5% |
| Q2 2022 | $534,000 | -15.9% | 7,570 | 0.0% | 0.29% | +2.4% |
| Q1 2022 | $635,000 | +0.3% | 7,570 | +11.1% | 0.29% | -3.7% |
| Q4 2021 | $633,000 | +50.0% | 6,815 | +40.7% | 0.30% | +30.3% |
| Q3 2021 | $422,000 | -1.9% | 4,845 | 0.0% | 0.23% | +1.3% |
| Q2 2021 | $430,000 | +3.4% | 4,845 | 0.0% | 0.22% | -7.4% |
| Q1 2021 | $416,000 | +43.0% | 4,845 | +27.2% | 0.24% | +29.9% |
| Q4 2020 | $291,000 | +29.3% | 3,810 | 0.0% | 0.19% | +12.0% |
| Q3 2020 | $225,000 | +4.2% | 3,810 | 0.0% | 0.17% | -13.0% |
| Q2 2020 | $216,000 | -6.9% | 3,810 | +5.8% | 0.19% | -17.6% |
| Q4 2019 | $232,000 | – | 3,600 | – | 0.23% | – |
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% |