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 ↓ |
|---|---|---|---|
| Invst, LLC | 66,584 | $15,130,000 | 9.72% |
| Capital Directions Investment Advisors, LLC | 102,614 | $23,866,000 | 7.50% |
| FAS Wealth Partners, Inc. | 106,317 | $24,727,000 | 7.13% |
| MCIA Inc | 23,552 | $5,478,000 | 5.94% |
| Tiller Private Wealth, Inc. | 25,022 | $5,820,000 | 4.18% |
| PACIFIC SUN FINANCIAL CORP | 13,390 | $3,114,000 | 4.11% |
| MFA WEALTH ADVISORS, LLC | 19,799 | $4,698,000 | 3.54% |
| Harborview Advisors, LLC | 14,444 | $3,359,000 | 3.19% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 17,375 | $4,041,000 | 3.06% |
| Krilogy Financial LLC | 45,801 | $10,652,000 | 2.54% |