SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 369 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $47,496 | -1.2% | 553 | +0.4% | 0.01% | -8.3% |
| Q1 2024 | $48,077 | +4.3% | 551 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $46,090 | +14.1% | 551 | 0.0% | 0.01% | +9.1% |
| Q3 2023 | $40,378 | -4.4% | 551 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $42,254 | +27.6% | 549 | +22.3% | 0.01% | +22.2% |
| Q1 2023 | $33,113 | +43.2% | 449 | +40.3% | 0.01% | +50.0% |
| Q4 2022 | $23,116 | +54.1% | 320 | +42.9% | 0.01% | +50.0% |
| Q3 2022 | $15,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 224 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -10.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 224 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | +137.5% | 224 | +128.6% | 0.00% | +100.0% |
| Q2 2021 | $8,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -11.1% | 98 | -21.6% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +28.6% | 125 | -3.1% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 129 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 128 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | -28.6% | 128 | +5.8% | 0.00% | -50.0% |
| Q4 2019 | $7,000 | -69.6% | 121 | -69.4% | 0.00% | -60.0% |
| Q3 2019 | $23,000 | +4.5% | 395 | +6.8% | 0.01% | 0.0% |
| Q2 2019 | $22,000 | +10.0% | 370 | +9.5% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +17.6% | 338 | +1.5% | 0.01% | +25.0% |
| Q4 2018 | $17,000 | -22.7% | 333 | +0.3% | 0.00% | -20.0% |
| Q3 2018 | $22,000 | +10.0% | 332 | +0.3% | 0.01% | 0.0% |
| Q2 2018 | $20,000 | +17.6% | 331 | +347.3% | 0.01% | +25.0% |
| Q1 2018 | $17,000 | +41.7% | 74 | +39.6% | 0.00% | +33.3% |
| Q4 2017 | $12,000 | +9.1% | 53 | +3.9% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | – | 51 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |