SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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, INC. | 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% |