SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $425,000 | -50.4% | 5,073 | -45.1% | 0.12% | -47.7% |
| Q4 2021 | $857,000 | -5.7% | 9,237 | -11.4% | 0.24% | -12.8% |
| Q3 2021 | $909,000 | -11.8% | 10,430 | -10.2% | 0.27% | -15.4% |
| Q2 2021 | $1,031,000 | +314.1% | 11,610 | +115.1% | 0.32% | +170.0% |
| Q1 2021 | $249,000 | -83.9% | 5,397 | -73.3% | 0.12% | -77.7% |
| Q4 2020 | $1,545,000 | +51.6% | 20,229 | +17.2% | 0.54% | +35.1% |
| Q3 2020 | $1,019,000 | +40.6% | 17,254 | +35.2% | 0.40% | +33.4% |
| Q2 2020 | $725,000 | +191.2% | 12,762 | +136.5% | 0.30% | +149.2% |
| Q1 2020 | $249,000 | – | 5,397 | – | 0.12% | – |
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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% |