SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,429,259 | -4.5% | 101,396 | +0.3% | 1.93% | -2.7% |
| Q2 2023 | $7,780,256 | +7.9% | 101,095 | +3.4% | 1.98% | -23.3% |
| Q1 2023 | $7,213,881 | +35.2% | 97,815 | +32.5% | 2.58% | +23.2% |
| Q4 2022 | $5,334,915 | +22.5% | 73,850 | +15.5% | 2.10% | -4.4% |
| Q3 2022 | $4,354,000 | +21.1% | 63,923 | +25.3% | 2.19% | +47.0% |
| Q2 2022 | $3,596,000 | +47.3% | 51,008 | +75.2% | 1.49% | +50.1% |
| Q1 2022 | $2,441,000 | – | 29,120 | – | 0.99% | – |
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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% |