SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |