SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 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% | – |
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% |