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 | $7,185,891 | -4.0% | 98,075 | +0.9% | 7.70% | +6.6% |
Q2 2023 | $7,482,418 | +4.2% | 97,224 | -0.2% | 7.22% | +2.2% |
Q1 2023 | $7,182,218 | +44.6% | 97,385 | +33.5% | 7.06% | -2.3% |
Q4 2022 | $4,967,435 | +0.0% | 72,922 | 0.0% | 7.23% | +0.0% |
Q3 2022 | $4,967,000 | +5.5% | 72,922 | +9.0% | 7.23% | +7.1% |
Q2 2022 | $4,707,000 | – | 66,910 | – | 6.75% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
KWB Wealth | 173,217 | $14,871,000 | 2.84% |
Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
Shakespeare Wealth Management, LLC | 76,954 | $6,606,000 | 2.72% |