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 | $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 | 211,166 | $30,811,000 | 14.50% |
| B. Riley Wealth Advisors, Inc. | 9,700 | $1,415,000 | 0.48% |
| PINNACLE FINANCIAL PARTNERS INC | 6,120 | $893,000 | 0.46% |
| Cetera Advisors LLC | 11,806 | $1,723,000 | 0.36% |
| Citizens Business Bank | 10,503 | $1,532,000 | 0.34% |
| GENWORTH FINANCIAL INC | 48,615 | $7,093,000 | 0.22% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,579 | $230,000 | 0.15% |
| VSR Financial Services, Inc. | 4,823 | $704,000 | 0.14% |
| Freedom Investment Management, Inc. | 2,480 | $362,000 | 0.12% |
| HighTower Advisors, LLC | 27,224 | $3,972,000 | 0.11% |