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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,178 | -99.9% | 16,313 | -2.0% | 0.15% | +8.5% |
| Q3 2022 | $1,133,000 | -4.1% | 16,638 | -0.8% | 0.14% | +0.7% |
| Q2 2022 | $1,182,000 | -19.3% | 16,765 | -4.1% | 0.14% | 0.0% |
| Q1 2022 | $1,465,000 | -9.7% | 17,473 | 0.0% | 0.14% | -8.4% |
| Q4 2021 | $1,622,000 | +6.3% | 17,473 | -0.2% | 0.15% | -25.2% |
| Q3 2021 | $1,526,000 | -4.3% | 17,516 | -2.5% | 0.21% | +25.6% |
| Q2 2021 | $1,595,000 | +4.9% | 17,972 | +1.5% | 0.16% | +4.5% |
| Q1 2021 | $1,521,000 | – | 17,713 | – | 0.16% | – |
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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% |