SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,098,685 | -13.3% | 14,995 | -8.9% | 0.03% | -8.6% |
| Q2 2023 | $1,267,378 | +2.1% | 16,468 | -2.2% | 0.04% | -2.8% |
| Q1 2023 | $1,241,435 | -1.1% | 16,833 | -3.1% | 0.04% | -7.7% |
| Q4 2022 | $1,254,954 | +68.5% | 17,372 | +59.0% | 0.04% | +50.0% |
| Q3 2022 | $745,000 | +34.0% | 10,929 | +38.5% | 0.03% | +44.4% |
| Q2 2022 | $556,000 | -26.3% | 7,891 | -12.3% | 0.02% | -18.2% |
| Q1 2022 | $754,000 | -14.4% | 8,994 | -5.2% | 0.02% | -12.0% |
| Q4 2021 | $881,000 | +5406.2% | 9,486 | +13075.0% | 0.02% | +2400.0% |
| Q2 2017 | $16,000 | – | 72 | – | 0.00% | – |
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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% |