SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 8 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,914 | -4.8% | 5,035 | 0.0% | 0.38% | +0.3% |
| Q2 2023 | $387,494 | +3.3% | 5,035 | -1.0% | 0.38% | +0.8% |
| Q1 2023 | $375,019 | +1.1% | 5,085 | -1.0% | 0.38% | -2.1% |
| Q4 2022 | $370,952 | +6.0% | 5,135 | -0.1% | 0.39% | -0.8% |
| Q3 2022 | $350,000 | -3.3% | 5,140 | 0.0% | 0.39% | +1.6% |
| Q2 2022 | $362,000 | -15.8% | 5,140 | 0.0% | 0.38% | -1.8% |
| Q1 2022 | $430,000 | – | 5,140 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invst, LLC | 66,584 | $15,130,000 | 9.72% |
| Capital Directions Investment Advisors, LLC | 102,614 | $23,866,000 | 7.50% |
| FAS Wealth Partners, Inc. | 106,317 | $24,727,000 | 7.13% |
| MCIA Inc | 23,552 | $5,478,000 | 5.94% |
| Tiller Private Wealth, Inc. | 25,022 | $5,820,000 | 4.18% |
| PACIFIC SUN FINANCIAL CORP | 13,390 | $3,114,000 | 4.11% |
| MFA WEALTH ADVISORS, LLC | 19,799 | $4,698,000 | 3.54% |
| Harborview Advisors, LLC | 14,444 | $3,359,000 | 3.19% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 17,375 | $4,041,000 | 3.06% |
| Krilogy Financial LLC | 45,801 | $10,652,000 | 2.54% |