SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $5,625 | +12.0% | 73,098 | +7.4% | 0.06% | +15.4% |
| Q1 2023 | $5,021 | -1.1% | 68,084 | -3.1% | 0.05% | +2.0% |
| Q4 2022 | $5,077 | -99.9% | 70,274 | -2.6% | 0.05% | +4.1% |
| Q3 2022 | $4,912,000 | -8.0% | 72,117 | -4.7% | 0.05% | +4.3% |
| Q2 2022 | $5,337,000 | -28.8% | 75,697 | -15.3% | 0.05% | -16.1% |
| Q1 2022 | $7,493,000 | +8.6% | 89,384 | +20.3% | 0.06% | +16.7% |
| Q4 2021 | $6,898,000 | +27.4% | 74,311 | -19.0% | 0.05% | +9.1% |
| Q3 2021 | $5,413,000 | -20.1% | 91,696 | +20.1% | 0.04% | -8.3% |
| Q2 2021 | $6,777,000 | +5.2% | 76,346 | -9.5% | 0.05% | -2.0% |
| Q1 2021 | $6,443,000 | 0.0% | 84,362 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $6,443,000 | +19.0% | 84,362 | -8.0% | 0.05% | +11.4% |
| Q3 2020 | $5,413,000 | -2.9% | 91,696 | -6.6% | 0.04% | -6.4% |
| Q2 2020 | $5,572,000 | +5.3% | 98,130 | -14.3% | 0.05% | -4.1% |
| Q1 2020 | $5,290,000 | +276.2% | 114,537 | +425.5% | 0.05% | +345.5% |
| Q4 2019 | $1,406,000 | +9.6% | 21,797 | +1.2% | 0.01% | +10.0% |
| Q3 2019 | $1,283,000 | -2.4% | 21,529 | -0.3% | 0.01% | -9.1% |
| Q2 2019 | $1,315,000 | +4.7% | 21,597 | +2.6% | 0.01% | 0.0% |
| Q1 2019 | $1,256,000 | +25.0% | 21,045 | +13.0% | 0.01% | +22.2% |
| Q4 2018 | $1,005,000 | +781.6% | 18,626 | +1005.4% | 0.01% | +800.0% |
| Q3 2018 | $114,000 | +22.6% | 1,685 | +14.2% | 0.00% | 0.0% |
| Q2 2018 | $93,000 | -44.0% | 1,476 | +106.4% | 0.00% | -50.0% |
| Q1 2018 | $166,000 | +2666.7% | 715 | +2650.0% | 0.00% | – |
| Q4 2017 | $6,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | -14.3% | 26 | -16.1% | 0.00% | – |
| Q1 2017 | $7,000 | +75.0% | 31 | +63.2% | 0.00% | – |
| Q4 2016 | $4,000 | -66.7% | 19 | -68.9% | 0.00% | – |
| Q3 2016 | $12,000 | +300.0% | 61 | +281.2% | 0.00% | – |
| Q2 2016 | $3,000 | -40.0% | 16 | -40.7% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | -68.8% | 27 | -70.0% | 0.00% | – |
| Q1 2014 | $16,000 | +1500.0% | 90 | +900.0% | 0.00% | – |
| Q2 2013 | $1,000 | – | 9 | – | 0.00% | – |
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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% |