SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,045 | -13.2% | 4,873 | -8.9% | 0.05% | -9.6% |
| Q2 2023 | $411,505 | -48.0% | 5,347 | -50.1% | 0.05% | -51.9% |
| Q1 2023 | $790,600 | +92367.8% | 10,720 | -9.4% | 0.11% | -15.0% |
| Q4 2022 | $855 | -99.8% | 11,830 | +54.5% | 0.13% | +49.4% |
| Q3 2022 | $522,000 | +19.7% | 7,658 | +23.7% | 0.08% | +25.0% |
| Q2 2022 | $436,000 | +112.7% | 6,191 | +180.9% | 0.07% | +142.9% |
| Q4 2021 | $205,000 | -11.3% | 2,204 | -43.1% | 0.03% | -41.7% |
| Q1 2019 | $231,000 | +2787.5% | 3,871 | +6938.2% | 0.05% | +1100.0% |
| Q2 2013 | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $8,000 | – | 55 | – | 0.00% | – |
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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% |