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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,864,951 | -1.1% | 25,453 | +3.9% | 0.02% | 0.0% |
| Q2 2023 | $1,884,783 | +7.2% | 24,490 | +2.8% | 0.02% | 0.0% |
| Q1 2023 | $1,757,808 | +1.9% | 23,834 | -0.2% | 0.02% | 0.0% |
| Q4 2022 | $1,725,863 | +23.0% | 23,890 | +16.0% | 0.02% | +11.1% |
| Q3 2022 | $1,403,000 | +82.2% | 20,597 | +88.7% | 0.02% | +80.0% |
| Q2 2022 | $770,000 | +9525.0% | 10,917 | +27192.5% | 0.01% | – |
| Q2 2017 | $8,000 | – | 40 | – | 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, LLC | 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% |