SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,900 | -4.6% | 613 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $47,082 | +4.6% | 612 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $45,031 | +2.2% | 611 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $44,042 | +7.4% | 610 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $41,000 | -4.7% | 608 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -15.7% | 607 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -8.9% | 606 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $56,000 | +7.7% | 606 | +0.3% | 0.01% | -6.7% |
| Q1 2021 | $52,000 | +205.9% | 604 | +107.6% | 0.02% | +150.0% |
| Q3 2020 | $17,000 | 0.0% | 291 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 291 | +298.6% | 0.01% | -14.3% |
| Q3 2017 | $17,000 | – | 73 | – | 0.01% | – |
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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% |