SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,333,832 | -21.3% | 18,205 | -17.3% | 0.02% | -17.4% |
| Q2 2023 | $1,694,971 | +1.7% | 22,024 | -2.5% | 0.02% | -8.0% |
| Q1 2023 | $1,666,240 | +15.8% | 22,593 | +13.4% | 0.02% | +8.7% |
| Q4 2022 | $1,438,626 | +16.6% | 19,915 | +10.0% | 0.02% | +9.5% |
| Q3 2022 | $1,234,130 | +3.0% | 18,112 | +6.5% | 0.02% | -4.5% |
| Q2 2022 | $1,198,000 | -22.1% | 16,999 | -7.3% | 0.02% | -15.4% |
| Q1 2022 | $1,538,000 | – | 18,343 | – | 0.03% | – |
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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% |