SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,438 | -1.1% | 3,241 | +3.8% | 0.12% | +1.7% |
| Q2 2023 | $240,163 | -16.6% | 3,121 | +0.7% | 0.12% | -29.9% |
| Q4 2021 | $288,000 | +260.0% | 3,099 | +237.6% | 0.17% | +240.8% |
| Q3 2021 | $80,000 | +35.6% | 918 | +37.4% | 0.05% | +28.9% |
| Q2 2021 | $59,000 | +9.3% | 668 | +6.2% | 0.04% | +2.7% |
| Q1 2021 | $54,000 | +20.0% | 629 | +5.7% | 0.04% | +8.8% |
| Q4 2020 | $45,000 | +50.0% | 595 | +17.4% | 0.03% | +41.7% |
| Q3 2020 | $30,000 | +36.4% | 507 | +33.4% | 0.02% | +33.3% |
| Q2 2020 | $22,000 | – | 380 | – | 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% |