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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,396 | +0.8% | 5,956 | +5.9% | 0.33% | +3.4% |
| Q2 2023 | $432,746 | +3.3% | 5,623 | -1.0% | 0.32% | +7.4% |
| Q1 2023 | $418,826 | +24.4% | 5,679 | +21.9% | 0.30% | +14.2% |
| Q4 2022 | $336,566 | +12.6% | 4,659 | +6.0% | 0.26% | +6.1% |
| Q3 2022 | $299,000 | +32.9% | 4,394 | +37.5% | 0.25% | +33.0% |
| Q2 2022 | $225,000 | -10.7% | 3,196 | +6.4% | 0.18% | +7.6% |
| Q1 2022 | $252,000 | +8.2% | 3,004 | +19.7% | 0.17% | +1.8% |
| Q4 2021 | $233,000 | +9.9% | 2,509 | +3.2% | 0.17% | +7.6% |
| Q3 2021 | $212,000 | -3.2% | 2,431 | -1.4% | 0.16% | -3.1% |
| Q2 2021 | $219,000 | +3.8% | 2,466 | +0.5% | 0.16% | -1.2% |
| Q1 2021 | $211,000 | -33.0% | 2,454 | -36.4% | 0.16% | -33.3% |
| Q4 2020 | $315,000 | +43.8% | 3,856 | +3.9% | 0.25% | +7.9% |
| Q3 2020 | $219,000 | +1.4% | 3,711 | -2.6% | 0.23% | -1.3% |
| Q2 2020 | $216,000 | – | 3,811 | – | 0.23% | – |
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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% |