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 | $451,051 | -3.9% | 6,156 | +0.9% | 0.50% | +1.9% |
| Q2 2023 | $469,380 | +3.4% | 6,099 | -0.9% | 0.49% | -2.0% |
| Q1 2023 | $453,858 | -27.3% | 6,154 | -28.8% | 0.50% | +4.0% |
| Q4 2022 | $624,241 | +15.8% | 8,641 | +9.3% | 0.48% | +9.2% |
| Q3 2022 | $539,000 | +36.8% | 7,909 | +41.5% | 0.44% | +40.5% |
| Q2 2022 | $394,000 | -6.9% | 5,588 | +10.8% | 0.31% | +7.2% |
| Q1 2022 | $423,000 | +12.5% | 5,042 | +24.4% | 0.29% | +28.3% |
| Q4 2021 | $376,000 | +3.9% | 4,052 | -2.5% | 0.23% | -7.4% |
| Q3 2021 | $362,000 | +9.0% | 4,155 | +11.2% | 0.24% | +3.0% |
| Q2 2021 | $332,000 | – | 3,735 | – | 0.24% | – |
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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% |