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 | $16,680 | +3.1% | 224,731 | +6.9% | 1.22% | -35.3% |
| Q2 2023 | $16,174 | +6.4% | 210,192 | +1.9% | 1.89% | -3.1% |
| Q1 2023 | $15,206 | -99.9% | 206,184 | +6.8% | 1.95% | +1.8% |
| Q4 2022 | $13,952,486 | +9.0% | 193,141 | +2.8% | 1.91% | +13.1% |
| Q3 2022 | $12,799,000 | -46.8% | 187,892 | -47.2% | 1.69% | +2.8% |
| Q2 2022 | $24,041,000 | – | 355,759 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 211,166 | $30,811,000 | 14.50% |
| B. Riley Wealth Advisors, Inc. | 9,700 | $1,415,000 | 0.48% |
| PINNACLE FINANCIAL PARTNERS INC | 6,120 | $893,000 | 0.46% |
| Cetera Advisors LLC | 11,806 | $1,723,000 | 0.36% |
| Citizens Business Bank | 10,503 | $1,532,000 | 0.34% |
| GENWORTH FINANCIAL INC | 48,615 | $7,093,000 | 0.22% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,579 | $230,000 | 0.15% |
| VSR Financial Services, Inc. | 4,823 | $704,000 | 0.14% |
| Freedom Investment Management, Inc. | 2,480 | $362,000 | 0.12% |
| HighTower Advisors, LLC | 27,224 | $3,972,000 | 0.11% |