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 | $1,293,509 | -9.9% | 17,654 | -5.4% | 0.21% | +41.1% |
| Q2 2023 | $1,435,612 | +0.7% | 18,654 | -3.5% | 0.15% | -5.6% |
| Q1 2023 | $1,425,366 | +5.0% | 19,327 | +2.8% | 0.16% | -4.2% |
| Q4 2022 | $1,357,968 | -14.0% | 18,798 | -18.9% | 0.17% | -22.3% |
| Q3 2022 | $1,579,000 | +16.3% | 23,179 | +20.3% | 0.22% | +20.8% |
| Q2 2022 | $1,358,000 | -11.2% | 19,260 | +5.6% | 0.18% | +5.3% |
| Q1 2022 | $1,529,000 | -57.3% | 18,235 | -52.7% | 0.17% | -56.0% |
| Q4 2021 | $3,581,000 | +209.8% | 38,583 | +190.8% | 0.38% | +151.0% |
| Q3 2021 | $1,156,000 | +16.1% | 13,269 | +18.2% | 0.15% | -5.0% |
| Q2 2021 | $996,000 | +7.3% | 11,224 | +3.9% | 0.16% | -15.3% |
| Q1 2021 | $928,000 | +35.5% | 10,804 | +20.5% | 0.19% | -10.0% |
| Q4 2020 | $685,000 | – | 8,964 | – | 0.21% | – |
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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% |