SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 337 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $945,183 | +27.0% | 12,900 | +25.2% | 0.02% | 0.0% |
| Q4 2022 | $744,072 | +11.1% | 10,300 | +8.4% | 0.02% | +10.5% |
| Q2 2022 | $670,000 | +116.1% | 9,502 | +157.1% | 0.02% | +111.1% |
| Q1 2022 | $310,000 | -50.4% | 3,696 | -45.1% | 0.01% | -65.4% |
| Q4 2021 | $625,000 | +139.5% | 6,730 | +124.3% | 0.03% | +136.4% |
| Q3 2021 | $261,000 | -89.9% | 3,000 | -90.0% | 0.01% | -92.4% |
| Q1 2021 | $2,584,000 | – | 30,104 | – | 0.14% | – |
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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, LLC | 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% |