SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,907 | -4.6% | 5,117 | +0.2% | 0.00% | – |
| Q2 2023 | $393,095 | -49.8% | 5,108 | -51.9% | 0.00% | – |
| Q1 2023 | $782,456 | +165.1% | 10,610 | +159.7% | 0.00% | – |
| Q4 2022 | $295,191 | +5.4% | 4,086 | -0.6% | 0.00% | – |
| Q3 2022 | $280,000 | -2.4% | 4,112 | +0.9% | 0.00% | – |
| Q2 2022 | $287,000 | +64.9% | 4,074 | +96.2% | 0.00% | – |
| Q1 2022 | $174,000 | +46.2% | 2,076 | +61.9% | 0.00% | – |
| Q4 2021 | $119,000 | -0.8% | 1,282 | -6.8% | 0.00% | – |
| Q3 2021 | $120,000 | +0.8% | 1,376 | +2.2% | 0.00% | – |
| Q2 2021 | $119,000 | -7.0% | 1,347 | -9.6% | 0.00% | – |
| Q1 2021 | $128,000 | +6.7% | 1,490 | -5.0% | 0.00% | – |
| Q4 2020 | $120,000 | +135.3% | 1,568 | +82.5% | 0.00% | – |
| Q3 2020 | $51,000 | +10.9% | 859 | +6.0% | 0.00% | – |
| Q2 2020 | $46,000 | -16.4% | 810 | -32.7% | 0.00% | – |
| Q1 2020 | $55,000 | -53.0% | 1,203 | -33.9% | 0.00% | – |
| Q4 2019 | $117,000 | 0.0% | 1,819 | -7.9% | 0.00% | – |
| Q3 2019 | $117,000 | -1.7% | 1,975 | +0.8% | 0.00% | – |
| Q2 2019 | $119,000 | +32.2% | 1,959 | +29.5% | 0.00% | – |
| Q1 2019 | $90,000 | -18.2% | 1,513 | -25.5% | 0.00% | – |
| Q4 2018 | $110,000 | +107.5% | 2,032 | +155.9% | 0.00% | – |
| Q3 2018 | $53,000 | – | 794 | – | 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% |