SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,701 | -48.8% | 9,768 | -46.2% | 0.00% | – |
| Q2 2023 | $1,397,055 | -56.2% | 18,153 | -58.1% | 0.00% | -100.0% |
| Q1 2023 | $3,191,531 | +440.2% | 43,275 | +429.1% | 0.00% | – |
| Q4 2022 | $590,851 | -26.0% | 8,179 | -30.2% | 0.00% | – |
| Q3 2022 | $798,000 | -43.6% | 11,716 | -41.6% | 0.00% | – |
| Q2 2022 | $1,414,000 | -7.3% | 20,051 | +10.2% | 0.00% | – |
| Q1 2022 | $1,525,000 | -4.1% | 18,194 | +6.1% | 0.00% | – |
| Q4 2021 | $1,591,000 | +17.8% | 17,142 | +10.5% | 0.00% | – |
| Q3 2021 | $1,351,000 | -1.9% | 15,507 | 0.0% | 0.00% | – |
| Q2 2021 | $1,377,000 | +9.3% | 15,507 | +5.7% | 0.00% | – |
| Q1 2021 | $1,260,000 | +295.0% | 14,671 | +251.7% | 0.00% | – |
| Q4 2020 | $319,000 | +51.9% | 4,171 | +17.1% | 0.00% | – |
| Q3 2020 | $210,000 | -93.1% | 3,561 | -93.4% | 0.00% | -100.0% |
| Q2 2020 | $3,041,000 | +88.8% | 53,561 | +53.5% | 0.00% | 0.0% |
| Q1 2020 | $1,611,000 | +23.3% | 34,888 | +72.3% | 0.00% | – |
| Q4 2019 | $1,307,000 | +8.6% | 20,251 | +0.2% | 0.00% | – |
| Q3 2019 | $1,204,000 | +5.2% | 20,213 | +7.6% | 0.00% | – |
| Q2 2019 | $1,144,000 | +16.1% | 18,780 | +13.8% | 0.00% | – |
| Q1 2019 | $985,000 | -29.6% | 16,501 | -20.4% | 0.00% | – |
| Q3 2018 | $1,400,000 | – | 20,737 | – | 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% |