SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,481 | -13.7% | 1,658 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $140,715 | 0.0% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $140,715 | +2.1% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $137,833 | +6.8% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $129,000 | -3.7% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $134,000 | -15.7% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $159,000 | -10.2% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $177,000 | +6.6% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $166,000 | -1.8% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $169,000 | +3.7% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $163,000 | +12.4% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $145,000 | +29.5% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $112,000 | +3.7% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $108,000 | -12.2% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $123,000 | 0.0% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $123,000 | +8.8% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $113,000 | -2.6% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $116,000 | +2.7% | 1,908 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $113,000 | +156.8% | 1,908 | +130.4% | 0.00% | – |
| Q4 2018 | $44,000 | -15.4% | 828 | 0.0% | 0.00% | – |
| Q2 2018 | $52,000 | +10.6% | 828 | +300.0% | 0.00% | – |
| Q1 2018 | $47,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q4 2017 | $47,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q3 2017 | $47,000 | +6.8% | 207 | 0.0% | 0.00% | – |
| Q2 2017 | $44,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q1 2017 | $44,000 | +2.3% | 207 | 0.0% | 0.00% | – |
| Q4 2016 | $43,000 | +10.3% | 207 | 0.0% | 0.00% | – |
| Q3 2016 | $39,000 | +8.3% | 207 | 0.0% | 0.00% | – |
| Q2 2016 | $36,000 | +2.9% | 207 | 0.0% | 0.00% | – |
| Q1 2016 | $35,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q4 2015 | $35,000 | -2.8% | 207 | 0.0% | 0.00% | – |
| Q3 2015 | $36,000 | -7.7% | 207 | 0.0% | 0.00% | – |
| Q2 2015 | $39,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q1 2015 | $39,000 | +8.3% | 207 | 0.0% | 0.00% | – |
| Q4 2014 | $36,000 | +2.9% | 207 | 0.0% | 0.00% | – |
| Q3 2014 | $35,000 | -5.4% | 207 | 0.0% | 0.00% | – |
| Q2 2014 | $37,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q1 2014 | $37,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q4 2013 | $37,000 | +12.1% | 207 | 0.0% | 0.00% | – |
| Q3 2013 | $33,000 | +10.0% | 207 | 0.0% | 0.00% | – |
| Q2 2013 | $30,000 | – | 207 | – | 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% |