SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,550 | -3.2% | 4,784 | +1.7% | 0.15% | -2.6% |
| Q2 2023 | $361,969 | +23.3% | 4,703 | +18.2% | 0.16% | +6.9% |
| Q1 2023 | $293,547 | +15.2% | 3,980 | +12.9% | 0.14% | +2.1% |
| Q4 2022 | $254,738 | +16.9% | 3,526 | +10.1% | 0.14% | -1.4% |
| Q3 2022 | $218,000 | -21.6% | 3,202 | -18.8% | 0.14% | -23.0% |
| Q2 2022 | $278,000 | -8.9% | 3,945 | +20.0% | 0.19% | -2.6% |
| Q4 2021 | $305,000 | – | 3,287 | – | 0.19% | – |
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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, INC. | 76,954 | $6,606,000 | 2.72% |