SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 310 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,096 | -97.5% | 71 | -97.8% | 0.00% | -100.0% |
| Q2 2023 | $245,656 | -31.4% | 3,192 | -34.3% | 0.01% | -41.7% |
| Q1 2023 | $358,056 | -14.2% | 4,855 | -15.9% | 0.01% | -20.0% |
| Q4 2022 | $417,258 | -2.3% | 5,776 | -7.9% | 0.02% | -11.8% |
| Q3 2022 | $427,000 | -18.0% | 6,269 | -15.2% | 0.02% | -10.5% |
| Q2 2022 | $521,000 | -27.1% | 7,389 | -13.4% | 0.02% | -17.4% |
| Q1 2022 | $715,000 | -12.1% | 8,531 | -2.5% | 0.02% | -8.0% |
| Q4 2021 | $813,000 | +3.3% | 8,754 | -3.1% | 0.02% | -7.4% |
| Q3 2021 | $787,000 | -5.1% | 9,035 | -3.2% | 0.03% | -6.9% |
| Q2 2021 | $829,000 | +2.7% | 9,337 | -0.6% | 0.03% | -17.1% |
| Q1 2021 | $807,000 | -45.3% | 9,395 | -51.4% | 0.04% | 0.0% |
| Q4 2020 | $1,476,000 | +153.6% | 19,326 | +96.0% | 0.04% | +9.4% |
| Q3 2020 | $582,000 | -54.1% | 9,859 | -55.9% | 0.03% | -15.8% |
| Q2 2020 | $1,268,000 | +22.9% | 22,342 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $1,032,000 | +16.7% | 22,342 | +63.0% | 0.04% | -27.8% |
| Q4 2019 | $884,000 | +8.2% | 13,706 | 0.0% | 0.05% | -6.9% |
| Q3 2019 | $817,000 | – | 13,706 | – | 0.06% | – |
Download | ||||||
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% |