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 | $42,790 | -12.0% | 584 | -7.6% | 0.02% | -12.5% |
| Q2 2023 | $48,639 | -33.0% | 632 | -35.8% | 0.02% | -33.3% |
| Q1 2023 | $72,570 | +102111.3% | 984 | +0.3% | 0.04% | -5.3% |
| Q4 2022 | $71 | -99.6% | 981 | +255.4% | 0.04% | +40.7% |
| Q3 2022 | $19,000 | -77.1% | 276 | -76.6% | 0.03% | -42.6% |
| Q2 2022 | $83,000 | -16.2% | 1,181 | 0.0% | 0.05% | -13.0% |
| Q1 2022 | $99,000 | -10.0% | 1,181 | 0.0% | 0.05% | -12.9% |
| Q4 2021 | $110,000 | +6.8% | 1,181 | 0.0% | 0.06% | -3.1% |
| Q3 2021 | $103,000 | -8.8% | 1,181 | -7.2% | 0.06% | -14.7% |
| Q2 2021 | $113,000 | 0.0% | 1,273 | -3.3% | 0.08% | -11.8% |
| Q1 2021 | $113,000 | +9.7% | 1,317 | -1.9% | 0.08% | +3.7% |
| Q4 2020 | $103,000 | – | 1,343 | – | 0.08% | – |
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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% |