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 | $366 | -99.9% | 5,000 | +8.7% | 0.00% | – |
| Q1 2022 | $386,000 | -74.7% | 4,600 | -73.7% | 0.00% | -100.0% |
| Q3 2021 | $1,525,000 | +28.2% | 17,500 | +30.6% | 0.00% | +100.0% |
| Q2 2021 | $1,190,000 | +10.0% | 13,400 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $1,082,000 | +49.0% | 12,600 | +32.6% | 0.00% | 0.0% |
| Q4 2020 | $726,000 | -22.1% | 9,500 | -13.6% | 0.00% | 0.0% |
| Q2 2018 | $932,000 | +185.9% | 10,993 | +685.2% | 0.00% | – |
| Q1 2018 | $326,000 | +59.0% | 1,400 | +55.6% | 0.00% | – |
| Q4 2017 | $205,000 | – | 900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 98,075 | $7,185,891 | 7.70% |
| Kades & Cheifetz LLC | 102,739 | $7,527,695 | 5.96% |
| Strategic Advocates LLC | 137,946 | $10,107,329 | 4.76% |
| DENVER WEALTH MANAGEMENT, INC. | 97,500 | $7,143,836 | 4.62% |
| AIRE ADVISORS, LLC | 226,315 | $16,582,189 | 4.44% |
| Rodgers & Associates, LTD | 384,851 | $28,198,050 | 4.26% |
| ERTS Wealth Advisors, LLC | 208,932 | $15,308,423 | 3.69% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 124,230 | $9,102,350 | 3.19% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 60,795 | $4,454,515 | 3.00% |
| Financial Planning & Information Services, Inc. | 209,041 | $15,316,441 | 2.85% |