SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 8 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $39,306 | +14.1% | 470 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $34,437 | -4.8% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,171 | -10.3% | 470 | -14.1% | 0.00% | -25.0% |
| Q1 2023 | $40,341 | -10.2% | 547 | -12.1% | 0.00% | 0.0% |
| Q4 2022 | $44,933 | +7.0% | 622 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $42,000 | -4.5% | 622 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -15.4% | 622 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $52,000 | -10.3% | 622 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $58,000 | +7.4% | 622 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | -5.3% | 622 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | +3.6% | 637 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $55,000 | +12.2% | 637 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $49,000 | +16.7% | 637 | -10.5% | 0.01% | 0.0% |
| Q3 2020 | $42,000 | -28.8% | 712 | -31.2% | 0.01% | -33.3% |
| Q2 2020 | $59,000 | +22.9% | 1,035 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $48,000 | -7.7% | 1,035 | +27.6% | 0.01% | +14.3% |
| Q4 2019 | $52,000 | +33.3% | 811 | +24.6% | 0.01% | +16.7% |
| Q3 2019 | $39,000 | – | 651 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
| Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
| DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
| AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
| Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
| ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
| Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
| NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
| KWB Wealth | 213,561 | $15,427,632 | 2.85% |