SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $136 | -25.3% | 1,766 | -28.4% | 0.01% | -20.0% |
| Q1 2023 | $182 | -3.2% | 2,466 | -5.2% | 0.02% | -16.7% |
| Q4 2022 | $188 | -99.9% | 2,602 | -0.4% | 0.02% | +5.9% |
| Q3 2022 | $178,000 | -30.7% | 2,612 | -28.2% | 0.02% | -32.0% |
| Q2 2022 | $257,000 | -14.6% | 3,640 | +1.4% | 0.02% | +4.2% |
| Q1 2022 | $301,000 | +3.1% | 3,589 | +13.9% | 0.02% | +9.1% |
| Q4 2021 | $292,000 | +9.4% | 3,150 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $267,000 | -7.0% | 3,060 | -5.3% | 0.02% | -8.3% |
| Q2 2021 | $287,000 | +24.2% | 3,232 | +20.4% | 0.02% | +4.3% |
| Q1 2021 | $231,000 | +32.8% | 2,685 | +18.1% | 0.02% | +27.8% |
| Q4 2020 | $174,000 | -48.4% | 2,273 | -60.1% | 0.02% | -61.7% |
| Q3 2020 | $337,000 | +103.0% | 5,703 | +94.8% | 0.05% | +88.0% |
| Q2 2020 | $166,000 | -69.1% | 2,928 | -64.9% | 0.02% | -66.7% |
| Q4 2019 | $538,000 | +17.0% | 8,343 | +8.0% | 0.08% | +4.2% |
| Q3 2019 | $460,000 | -4.4% | 7,722 | -2.2% | 0.07% | -5.3% |
| Q2 2019 | $481,000 | -93.3% | 7,898 | +1749.6% | 0.08% | +81.0% |
| Q1 2019 | $7,160,000 | +238566.7% | 427 | +192.5% | 0.04% | +90.9% |
| Q4 2018 | $3,000 | -99.5% | 146 | +1725.0% | 0.02% | -77.8% |
| Q3 2018 | $550,000 | -1.8% | 8 | -99.9% | 0.10% | +28.6% |
| Q2 2018 | $560,000 | +17.2% | 8,861 | +331.2% | 0.08% | -31.2% |
| Q1 2018 | $478,000 | +45.7% | 2,055 | +42.5% | 0.11% | +31.8% |
| Q4 2017 | $328,000 | – | 1,442 | – | 0.08% | – |
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% |