SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 356 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,868,145 | -4.1% | 37,268 | -8.1% | 0.04% | -10.2% |
Q1 2023 | $2,991,890 | +24.6% | 40,568 | +22.1% | 0.05% | +19.5% |
Q4 2022 | $2,401,113 | +20.2% | 33,238 | +13.4% | 0.04% | +5.1% |
Q3 2022 | $1,997,000 | -4.7% | 29,313 | -1.4% | 0.04% | +2.6% |
Q2 2022 | $2,096,000 | +17.4% | 29,735 | +39.7% | 0.04% | +40.7% |
Q1 2022 | $1,785,000 | -0.3% | 21,290 | +10.4% | 0.03% | 0.0% |
Q4 2021 | $1,790,000 | +6.5% | 19,290 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $1,681,000 | -1.8% | 19,290 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $1,712,000 | +3.4% | 19,290 | 0.0% | 0.03% | -3.6% |
Q1 2021 | $1,656,000 | +12.4% | 19,290 | 0.0% | 0.03% | +3.7% |
Q4 2020 | $1,473,000 | +29.3% | 19,290 | 0.0% | 0.03% | +17.4% |
Q3 2020 | $1,139,000 | -11.8% | 19,290 | -15.3% | 0.02% | -17.9% |
Q2 2020 | $1,292,000 | +22.9% | 22,763 | 0.0% | 0.03% | +12.0% |
Q1 2020 | $1,051,000 | +31.4% | 22,763 | +83.6% | 0.02% | +66.7% |
Q4 2019 | $800,000 | +8.3% | 12,400 | 0.0% | 0.02% | +7.1% |
Q3 2019 | $739,000 | -2.1% | 12,400 | 0.0% | 0.01% | -6.7% |
Q2 2019 | $755,000 | +2.0% | 12,400 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $740,000 | +10.6% | 12,400 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $669,000 | – | 12,400 | – | 0.02% | – |
Download |
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% |