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 | $1,979,504 | -4.1% | 27,016 | +0.8% | 1.61% | -1.0% |
| Q2 2023 | $2,063,254 | +2.7% | 26,809 | -1.6% | 1.62% | -4.1% |
| Q1 2023 | $2,008,948 | +97374.4% | 27,239 | -4.5% | 1.69% | -6.2% |
| Q4 2022 | $2,061 | -99.9% | 28,525 | -3.5% | 1.80% | -3.5% |
| Q3 2022 | $2,013,000 | -5.6% | 29,549 | -2.4% | 1.87% | -6.1% |
| Q2 2022 | $2,133,000 | -15.4% | 30,262 | +0.6% | 1.99% | -11.7% |
| Q1 2022 | $2,522,000 | -15.9% | 30,085 | -6.9% | 2.26% | -14.9% |
| Q4 2021 | $2,999,000 | – | 32,312 | – | 2.65% | – |
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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% |