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 | $214,622 | -33.9% | 2,929 | -30.6% | 0.09% | -31.6% |
| Q2 2023 | $324,848 | -4.6% | 4,221 | -8.6% | 0.13% | -7.0% |
| Q1 2023 | $340,578 | +23.3% | 4,618 | +20.8% | 0.14% | +18.2% |
| Q4 2022 | $276,246 | +6.2% | 3,824 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $260,000 | -7.8% | 3,824 | -4.5% | 0.12% | -6.1% |
| Q2 2022 | $282,000 | -24.0% | 4,006 | +0.2% | 0.13% | -21.6% |
| Q1 2022 | $371,000 | 0.0% | 3,999 | 0.0% | 0.17% | 0.0% |
| Q4 2021 | $371,000 | +5.4% | 3,999 | -1.2% | 0.17% | -15.7% |
| Q3 2021 | $352,000 | -1.7% | 4,046 | +0.2% | 0.20% | -5.3% |
| Q2 2021 | $358,000 | +4.1% | 4,036 | -0.4% | 0.21% | -6.3% |
| Q1 2021 | $344,000 | -7.0% | 4,052 | -10.7% | 0.22% | -29.9% |
| Q4 2020 | $370,000 | – | 4,540 | – | 0.32% | – |
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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% |