SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496,124 | -11.0% | 6,771 | -6.5% | 0.00% | – |
| Q2 2023 | $557,434 | +9.9% | 7,243 | +5.5% | 0.00% | – |
| Q1 2023 | $507,028 | +94671.6% | 6,864 | -7.3% | 0.00% | – |
| Q4 2022 | $535 | -99.7% | 7,408 | +211.7% | 0.00% | – |
| Q3 2022 | $162,000 | -3.6% | 2,377 | 0.0% | 0.00% | – |
| Q2 2022 | $168,000 | -17.2% | 2,377 | -1.8% | 0.00% | – |
| Q1 2022 | $203,000 | -9.8% | 2,420 | 0.0% | 0.00% | – |
| Q4 2021 | $225,000 | -29.7% | 2,420 | -34.1% | 0.00% | – |
| Q3 2021 | $320,000 | 0.0% | 3,672 | +2.1% | 0.00% | – |
| Q2 2021 | $320,000 | +1.9% | 3,598 | -1.7% | 0.00% | – |
| Q1 2021 | $314,000 | +18.5% | 3,661 | +5.4% | 0.00% | – |
| Q4 2020 | $265,000 | +85.3% | 3,473 | +43.5% | 0.00% | – |
| Q3 2020 | $143,000 | +4.4% | 2,420 | 0.0% | 0.00% | – |
| Q2 2020 | $137,000 | +22.3% | 2,420 | 0.0% | 0.00% | – |
| Q1 2020 | $112,000 | -28.2% | 2,420 | 0.0% | 0.00% | – |
| Q4 2019 | $156,000 | +8.3% | 2,420 | 0.0% | 0.00% | – |
| Q3 2019 | $144,000 | -58.3% | 2,420 | -57.8% | 0.00% | – |
| Q2 2019 | $345,000 | -14.2% | 5,734 | -15.0% | 0.00% | – |
| Q1 2019 | $402,000 | +3.9% | 6,742 | -6.0% | 0.00% | – |
| Q4 2018 | $387,000 | +22.9% | 7,171 | +53.8% | 0.00% | – |
| Q3 2018 | $315,000 | +35.2% | 4,664 | +26.7% | 0.00% | – |
| Q2 2018 | $233,000 | -98.0% | 3,681 | -92.6% | 0.00% | -100.0% |
| Q1 2018 | $11,629,000 | +290625.0% | 50,000 | +199900.0% | 0.00% | – |
| Q1 2016 | $4,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |