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 | $111,704 | -11.1% | 1,525 | -6.7% | 0.08% | -8.7% |
| Q2 2023 | $125,714 | -37.3% | 1,634 | -39.9% | 0.09% | -43.2% |
| Q1 2023 | $200,522 | +0.1% | 2,719 | -2.0% | 0.16% | -14.7% |
| Q4 2022 | $200,370 | -27.7% | 2,774 | -31.7% | 0.19% | -34.5% |
| Q3 2022 | $277,000 | -13.7% | 4,060 | -10.7% | 0.29% | -4.9% |
| Q2 2022 | $321,000 | -17.3% | 4,547 | -1.8% | 0.30% | -4.1% |
| Q1 2022 | $388,000 | -14.5% | 4,630 | -5.3% | 0.32% | -5.4% |
| Q4 2021 | $454,000 | – | 4,889 | – | 0.34% | – |
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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% |