SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 369 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,717,770 | -0.1% | 229,650 | +1.5% | 0.98% | +0.7% |
| Q1 2024 | $19,734,728 | +5.8% | 226,238 | +1.4% | 0.98% | -3.0% |
| Q4 2023 | $18,652,465 | +19.3% | 223,036 | +2.2% | 1.01% | +6.1% |
| Q3 2023 | $15,633,662 | -7.0% | 218,225 | +1.6% | 0.95% | -3.3% |
| Q2 2023 | $16,812,910 | +8.9% | 214,889 | +2.7% | 0.98% | +0.2% |
| Q1 2023 | $15,432,558 | +7.8% | 209,255 | +5.6% | 0.98% | +1.2% |
| Q4 2022 | $14,311,356 | +9.3% | 198,108 | +3.1% | 0.97% | -3.7% |
| Q3 2022 | $13,095,000 | -1.3% | 192,233 | +2.1% | 1.00% | +1.8% |
| Q2 2022 | $13,271,000 | -12.2% | 188,243 | +4.4% | 0.99% | -0.8% |
| Q1 2022 | $15,115,000 | -7.3% | 180,310 | +2.6% | 1.00% | -14.1% |
| Q4 2021 | $16,307,000 | +6.7% | 175,686 | +0.2% | 1.16% | -4.3% |
| Q3 2021 | $15,278,000 | -2.7% | 175,365 | -0.8% | 1.21% | -4.3% |
| Q2 2021 | $15,696,000 | +4.1% | 176,820 | +0.6% | 1.26% | -3.4% |
| Q1 2021 | $15,084,000 | +10.6% | 175,698 | -1.6% | 1.31% | +0.8% |
| Q4 2020 | $13,640,000 | +32.5% | 178,606 | +2.4% | 1.30% | +11.5% |
| Q3 2020 | $10,295,000 | +8.3% | 174,410 | +4.2% | 1.16% | -1.4% |
| Q2 2020 | $9,502,000 | +21.1% | 167,348 | -1.5% | 1.18% | 0.0% |
| Q1 2020 | $7,844,000 | -27.3% | 169,853 | +1.5% | 1.18% | +1.9% |
| Q4 2019 | $10,795,000 | +19.9% | 167,307 | +10.7% | 1.16% | +3.5% |
| Q3 2019 | $9,003,000 | +3.2% | 151,090 | +5.5% | 1.12% | +5.4% |
| Q2 2019 | $8,726,000 | +7.8% | 143,254 | +5.6% | 1.06% | +1.8% |
| Q1 2019 | $8,096,000 | +27.3% | 135,618 | +15.0% | 1.04% | +9.0% |
| Q4 2018 | $6,361,000 | -6.4% | 117,922 | +17.2% | 0.96% | +5.4% |
| Q3 2018 | $6,793,000 | +13.4% | 100,637 | +6.1% | 0.91% | +7.7% |
| Q2 2018 | $5,992,000 | +12.2% | 94,818 | +312.8% | 0.84% | +11.4% |
| Q1 2018 | $5,342,000 | +4.5% | 22,970 | +2.1% | 0.76% | +4.1% |
| Q4 2017 | $5,114,000 | +5.7% | 22,490 | +5.9% | 0.73% | -1.0% |
| Q3 2017 | $4,838,000 | +12.8% | 21,228 | +7.0% | 0.73% | +7.9% |
| Q2 2017 | $4,290,000 | +19.2% | 19,836 | +17.3% | 0.68% | +10.2% |
| Q1 2017 | $3,598,000 | +16.5% | 16,916 | +14.0% | 0.62% | +7.1% |
| Q4 2016 | $3,089,000 | +30.2% | 14,844 | +19.6% | 0.58% | +19.0% |
| Q3 2016 | $2,372,000 | +21.5% | 12,411 | +13.4% | 0.48% | +15.0% |
| Q2 2016 | $1,953,000 | +58.0% | 10,947 | +53.1% | 0.42% | +50.4% |
| Q1 2016 | $1,236,000 | +187.4% | 7,149 | +187.0% | 0.28% | +169.2% |
| Q4 2015 | $430,000 | – | 2,491 | – | 0.10% | – |
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% |