SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 360 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $425,522 | -1.6% | 4,956 | 0.0% | 0.02% | +5.3% |
| Q1 2024 | $432,312 | +4.3% | 4,956 | 0.0% | 0.02% | -5.0% |
| Q4 2023 | $414,470 | +14.1% | 4,956 | 0.0% | 0.02% | +25.0% |
| Q3 2023 | $363,126 | -4.8% | 4,956 | 0.0% | 0.02% | -11.1% |
| Q2 2023 | $381,414 | +4.4% | 4,956 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $365,505 | -3.3% | 4,956 | -5.3% | 0.02% | -13.6% |
| Q4 2022 | $377,887 | +6.1% | 5,231 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $356,000 | -3.5% | 5,231 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $369,000 | -1.6% | 5,231 | +16.9% | 0.02% | +20.0% |
| Q1 2022 | $375,000 | -3.8% | 4,475 | +6.5% | 0.02% | 0.0% |
| Q4 2021 | $390,000 | +6.6% | 4,200 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $366,000 | -1.9% | 4,200 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $373,000 | +3.3% | 4,200 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $361,000 | +12.5% | 4,200 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $321,000 | +29.4% | 4,200 | 0.0% | 0.02% | +15.8% |
| Q3 2020 | $248,000 | -15.9% | 4,200 | -19.2% | 0.02% | -20.8% |
| Q2 2020 | $295,000 | -4.8% | 5,200 | +8.3% | 0.02% | +14.3% |
| Q4 2019 | $310,000 | – | 4,800 | – | 0.02% | – |
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% |