SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 356 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $313,981 | -3.3% | 4,285 | +1.6% | 0.02% | +4.2% |
Q2 2023 | $324,662 | +1.5% | 4,219 | -2.7% | 0.02% | -4.0% |
Q1 2023 | $319,838 | -1.7% | 4,337 | -3.8% | 0.02% | -10.7% |
Q4 2022 | $325,526 | -5.6% | 4,506 | -11.0% | 0.03% | -12.5% |
Q3 2022 | $345,000 | -43.3% | 5,061 | -41.4% | 0.03% | -40.7% |
Q2 2022 | $609,000 | -15.9% | 8,632 | +0.0% | 0.05% | -5.3% |
Q1 2022 | $724,000 | -12.1% | 8,631 | -2.7% | 0.06% | -6.6% |
Q4 2021 | $824,000 | -11.0% | 8,873 | -16.5% | 0.06% | -19.7% |
Q3 2021 | $926,000 | -9.7% | 10,631 | -8.0% | 0.08% | -10.6% |
Q2 2021 | $1,026,000 | +3.4% | 11,557 | +0.0% | 0.08% | 0.0% |
Q1 2021 | $992,000 | +1.1% | 11,556 | -10.0% | 0.08% | -34.1% |
Q4 2020 | $981,000 | – | 12,842 | – | 0.13% | – |
Download |
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% |