SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891,583 | -3.8% | 12,168 | +1.0% | 0.14% | -4.1% |
| Q2 2023 | $927,267 | +22.2% | 12,049 | +17.1% | 0.14% | +12.4% |
| Q1 2023 | $758,637 | +12.6% | 10,287 | +10.3% | 0.13% | +4.9% |
| Q4 2022 | $673,958 | +43.1% | 9,329 | +35.0% | 0.12% | +25.5% |
| Q3 2022 | $471,000 | +46.7% | 6,910 | +51.7% | 0.10% | +42.0% |
| Q2 2022 | $321,000 | -52.9% | 4,554 | -43.9% | 0.07% | -45.2% |
| Q1 2022 | $681,000 | +542.5% | 8,123 | +608.8% | 0.13% | +472.7% |
| Q4 2021 | $106,000 | – | 1,146 | – | 0.02% | – |
Download | ||||||
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% |