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 | $271,870 | -18.6% | 3,555 | -17.7% | 0.00% | – |
| Q2 2023 | $333,996 | +157.8% | 4,321 | +142.2% | 0.00% | – |
| Q4 2022 | $129,538 | -1.9% | 1,784 | +0.2% | 0.00% | – |
| Q3 2022 | $132,000 | +100.0% | 1,780 | +96.5% | 0.00% | – |
| Q2 2022 | $66,000 | -18.5% | 906 | -2.7% | 0.00% | – |
| Q1 2022 | $81,000 | -12.0% | 931 | -5.1% | 0.00% | – |
| Q4 2021 | $92,000 | +5.7% | 981 | 0.0% | 0.00% | – |
| Q3 2021 | $87,000 | -1.1% | 981 | -0.3% | 0.00% | – |
| Q2 2021 | $88,000 | +780.0% | 984 | +1689.1% | 0.00% | – |
| Q1 2016 | $10,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q4 2015 | $10,000 | +11.1% | 55 | +5.8% | 0.00% | – |
| Q3 2015 | $9,000 | -10.0% | 52 | 0.0% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q1 2015 | $10,000 | +11.1% | 52 | +4.0% | 0.00% | – |
| Q4 2014 | $9,000 | -69.0% | 50 | -70.6% | 0.00% | – |
| Q3 2014 | $29,000 | +222.2% | 170 | +240.0% | 0.00% | – |
| Q2 2014 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2014 | $9,000 | – | 50 | – | 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% |