SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,204,000 | -5.7% | 30,074 | -1.0% | 0.32% | +19.5% |
| Q2 2023 | $2,338,000 | +3.1% | 30,379 | -1.2% | 0.27% | -3.9% |
| Q1 2023 | $2,268,000 | -1.4% | 30,752 | -3.4% | 0.28% | -14.5% |
| Q4 2022 | $2,301,000 | +3.4% | 31,849 | -2.5% | 0.33% | -12.7% |
| Q3 2022 | $2,226,000 | -3.8% | 32,679 | -0.5% | 0.38% | -10.2% |
| Q2 2022 | $2,315,000 | -17.1% | 32,838 | -1.5% | 0.42% | -6.2% |
| Q1 2022 | $2,794,000 | -23.0% | 33,324 | -14.7% | 0.45% | -19.5% |
| Q4 2021 | $3,627,000 | -6.3% | 39,077 | -12.0% | 0.56% | -11.3% |
| Q3 2021 | $3,870,000 | -4.8% | 44,420 | -3.0% | 0.63% | +4.5% |
| Q2 2021 | $4,064,000 | -8.6% | 45,785 | -11.6% | 0.60% | -20.4% |
| Q1 2021 | $4,448,000 | – | 51,806 | – | 0.76% | – |
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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% |