SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
| ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
| Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
| NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
| FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
| Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
| KWB Wealth | 173,217 | $14,871,000 | 2.84% |
| Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
| Shakespeare Wealth Management, LLC | 76,954 | $6,606,000 | 2.72% |