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 | $209,112 | -4.8% | 2,854 | 0.0% | 0.12% | +0.9% |
Q2 2023 | $219,644 | +0.9% | 2,854 | -3.4% | 0.12% | -2.5% |
Q1 2023 | $217,784 | +2.1% | 2,953 | 0.0% | 0.12% | -5.6% |
Q4 2022 | $213,324 | +6.1% | 2,953 | 0.0% | 0.12% | -4.6% |
Q3 2022 | $201,000 | -4.3% | 2,953 | 0.0% | 0.13% | 0.0% |
Q2 2022 | $210,000 | -15.3% | 2,953 | 0.0% | 0.13% | -19.1% |
Q1 2022 | $248,000 | 0.0% | 2,953 | 0.0% | 0.16% | -10.0% |
Q4 2021 | $248,000 | -3.5% | 2,953 | 0.0% | 0.18% | +0.6% |
Q3 2021 | $257,000 | -3.0% | 2,953 | -1.2% | 0.18% | -4.3% |
Q2 2021 | $265,000 | – | 2,988 | – | 0.19% | – |
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% |