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 | $15,316,441 | -4.8% | 209,041 | -0.0% | 2.85% | -3.9% |
| Q2 2023 | $16,091,323 | +2.2% | 209,087 | -2.1% | 2.97% | -2.8% |
| Q1 2023 | $15,743,917 | +1.4% | 213,477 | -0.7% | 3.05% | -7.3% |
| Q4 2022 | $15,524,458 | +14.6% | 214,901 | +8.1% | 3.29% | +0.3% |
| Q3 2022 | $13,541,000 | +5.4% | 198,780 | +9.1% | 3.28% | +4.7% |
| Q2 2022 | $12,847,000 | +6.2% | 182,221 | +26.3% | 3.13% | +15.9% |
| Q1 2022 | $12,099,000 | +312.7% | 144,327 | +356.9% | 2.70% | +274.4% |
| Q4 2021 | $2,932,000 | +151.0% | 31,585 | +135.7% | 0.72% | +127.0% |
| Q3 2021 | $1,168,000 | +66.1% | 13,402 | +69.3% | 0.32% | +54.4% |
| Q2 2021 | $703,000 | +24.4% | 7,918 | +20.3% | 0.21% | +19.1% |
| Q1 2021 | $565,000 | – | 6,584 | – | 0.17% | – |
Download | ||||||
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% |