SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,752 | -5.1% | 3,108 | -0.3% | 0.10% | -0.9% |
| Q2 2023 | $239,965 | +7.0% | 3,118 | +0.4% | 0.11% | -2.8% |
| Q4 2022 | $224,307 | +0.1% | 3,105 | +0.3% | 0.11% | -2.7% |
| Q3 2022 | $224,000 | -7.4% | 3,097 | +0.7% | 0.11% | -8.9% |
| Q2 2022 | $242,000 | +3.9% | 3,075 | +0.2% | 0.12% | -3.1% |
| Q1 2022 | $233,000 | -18.2% | 3,069 | +0.1% | 0.13% | -17.0% |
| Q4 2021 | $285,000 | -1.0% | 3,066 | -3.4% | 0.15% | -4.4% |
| Q3 2021 | $288,000 | +2.5% | 3,175 | +0.0% | 0.16% | -4.2% |
| Q2 2021 | $281,000 | +4.5% | 3,174 | +0.1% | 0.17% | -9.2% |
| Q1 2021 | $269,000 | -5.3% | 3,172 | +0.0% | 0.18% | -8.5% |
| Q4 2020 | $284,000 | – | 3,171 | – | 0.20% | – |
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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% |