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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,075 | -71.6% | 4,191 | -34.1% | 0.00% | -80.0% |
| Q3 2014 | $1,082,000 | -6.1% | 6,361 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $1,152,000 | +1.3% | 6,361 | 0.0% | 0.01% | +11.1% |
| Q1 2014 | $1,137,000 | +15.1% | 6,361 | +15.2% | 0.01% | +12.5% |
| Q4 2013 | $988,000 | +4.2% | 5,521 | -5.2% | 0.01% | +14.3% |
| Q3 2013 | $948,000 | +11.0% | 5,825 | -0.5% | 0.01% | 0.0% |
| Q2 2013 | $854,000 | – | 5,854 | – | 0.01% | – |
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% |