SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $997 | -13.8% | 13,602 | -9.4% | 0.24% | -11.9% |
| Q2 2023 | $1,156 | -3.7% | 15,021 | -7.7% | 0.27% | -8.5% |
| Q1 2023 | $1,200 | +75.4% | 16,267 | +71.8% | 0.29% | +62.8% |
| Q4 2022 | $684 | -99.9% | 9,466 | -26.7% | 0.18% | -31.8% |
| Q3 2022 | $880,000 | +6.3% | 12,922 | +10.0% | 0.26% | +8.6% |
| Q2 2022 | $828,000 | -18.3% | 11,747 | -2.8% | 0.24% | -17.3% |
| Q1 2022 | $1,013,000 | -5.6% | 12,081 | +4.5% | 0.29% | -15.3% |
| Q4 2021 | $1,073,000 | +19.8% | 11,565 | +12.5% | 0.35% | -36.3% |
| Q3 2021 | $896,000 | +6.0% | 10,283 | +8.0% | 0.54% | -6.0% |
| Q2 2021 | $845,000 | +15.9% | 9,520 | +12.2% | 0.58% | +4.7% |
| Q1 2021 | $729,000 | +107.7% | 8,488 | +84.8% | 0.55% | +103.7% |
| Q4 2020 | $351,000 | +41.5% | 4,594 | +9.3% | 0.27% | +32.7% |
| Q3 2020 | $248,000 | +8.8% | 4,203 | +4.4% | 0.20% | +7.9% |
| Q2 2020 | $228,000 | – | 4,024 | – | 0.19% | – |
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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% |