SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 311 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,369 | -4.8% | 278 | 0.0% | 0.00% | – |
| Q2 2023 | $21,395 | -22.8% | 278 | -26.1% | 0.00% | – |
| Q1 2023 | $27,730 | +38.1% | 376 | +35.3% | 0.00% | – |
| Q4 2022 | $20,083 | +5.7% | 278 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 278 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -82.1% | 278 | -79.1% | 0.00% | – |
| Q1 2022 | $112,000 | -30.9% | 1,331 | -23.5% | 0.00% | -100.0% |
| Q4 2021 | $162,000 | +39.7% | 1,740 | +30.7% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | -1.7% | 1,331 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $118,000 | -48.7% | 1,331 | -50.4% | 0.00% | 0.0% |
| Q1 2021 | $230,000 | +6.0% | 2,683 | -5.5% | 0.00% | 0.0% |
| Q4 2020 | $217,000 | +1176.5% | 2,838 | +920.9% | 0.00% | – |
| Q1 2019 | $17,000 | -90.7% | 278 | -91.8% | 0.00% | -100.0% |
| Q4 2018 | $183,000 | -8.5% | 3,396 | +14.9% | 0.00% | 0.0% |
| Q3 2018 | $200,000 | +6566.7% | 2,956 | +6058.3% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 48 | +300.0% | 0.00% | – |
| Q1 2018 | $3,000 | -83.3% | 12 | -84.4% | 0.00% | – |
| Q3 2017 | $18,000 | +5.9% | 77 | 0.0% | 0.00% | – |
| Q2 2017 | $17,000 | – | 77 | – | 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% |