SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 311 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $538,168 | -5.1% | 7,345 | -0.3% | 0.34% | +0.9% |
Q2 2023 | $566,810 | +7.8% | 7,365 | 0.0% | 0.34% | +9.1% |
Q1 2023 | $525,861 | -1.2% | 7,365 | 0.0% | 0.31% | -4.1% |
Q4 2022 | $532,048 | +2.9% | 7,365 | -2.9% | 0.32% | -6.2% |
Q3 2022 | $517,000 | -3.4% | 7,585 | 0.0% | 0.34% | +3.6% |
Q2 2022 | $535,000 | -18.3% | 7,585 | -2.9% | 0.33% | -8.9% |
Q1 2022 | $655,000 | +1.7% | 7,810 | 0.0% | 0.36% | -0.3% |
Q4 2021 | $644,000 | -5.3% | 7,810 | 0.0% | 0.36% | -5.5% |
Q3 2021 | $680,000 | -2.7% | 7,810 | -0.1% | 0.38% | -0.3% |
Q2 2021 | $699,000 | +8.7% | 7,815 | 0.0% | 0.38% | +3.2% |
Q1 2021 | $643,000 | +16.1% | 7,815 | +25.8% | 0.37% | +5.1% |
Q4 2020 | $554,000 | – | 6,210 | – | 0.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
KWB Wealth | 213,561 | $15,427,632 | 2.85% |