SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,171 | -4.8% | 985 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $75,805 | +158.3% | 985 | +147.5% | 0.02% | +150.0% |
| Q1 2023 | $29,352 | -82.5% | 398 | -82.8% | 0.01% | -83.7% |
| Q4 2022 | $167,308 | -42.3% | 2,316 | -45.7% | 0.05% | -49.0% |
| Q3 2022 | $290,000 | +24.5% | 4,264 | +28.7% | 0.10% | +26.3% |
| Q2 2022 | $233,000 | -7.2% | 3,312 | +10.8% | 0.08% | -3.8% |
| Q1 2022 | $251,000 | +286.2% | 2,990 | +329.6% | 0.08% | +276.2% |
| Q4 2021 | $65,000 | +6.6% | 696 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $61,000 | -1.6% | 696 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | +3000.0% | 696 | +3766.7% | 0.02% | +2100.0% |
| Q4 2020 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -96.8% | 18 | -98.3% | 0.00% | -96.7% |
| Q2 2020 | $62,000 | -27.9% | 1,086 | -41.4% | 0.03% | -47.4% |
| Q1 2020 | $86,000 | -86.8% | 1,854 | -81.7% | 0.06% | -86.6% |
| Q4 2019 | $653,000 | – | 10,113 | – | 0.43% | – |
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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% |