SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $232,000,000 | +10.0% | 1,346 | +10.3% | 0.00% | 0.0% |
| Q4 2015 | $211,000,000 | +184987.7% | 1,220 | +86.3% | 0.00% | – |
| Q3 2015 | $114,000 | -99.9% | 655 | -6.6% | 0.00% | -100.0% |
| Q2 2015 | $133,395,000 | -1.1% | 701 | -2.0% | 0.00% | 0.0% |
| Q1 2015 | $134,921,000 | +1.8% | 715 | -3.9% | 0.00% | 0.0% |
| Q4 2014 | $132,494,000 | -79.1% | 744 | -80.1% | 0.00% | -66.7% |
| Q3 2014 | $634,944,000 | +7.7% | 3,732 | +14.7% | 0.00% | 0.0% |
| Q2 2014 | $589,494,000 | +19.4% | 3,254 | +17.8% | 0.00% | +50.0% |
| Q1 2014 | $493,887,000 | +465.5% | 2,763 | +466.2% | 0.00% | – |
| Q4 2013 | $87,331,000 | +227.1% | 488 | +197.6% | 0.00% | – |
| Q3 2013 | $26,699,000 | +471.8% | 164 | +412.5% | 0.00% | – |
| Q2 2013 | $4,669,000 | – | 32 | – | 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% |