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 | $233,175 | -4.5% | 3,182 | +0.3% | 0.05% | -1.9% |
| Q2 2023 | $244,142 | +4.7% | 3,172 | +0.3% | 0.05% | 0.0% |
| Q1 2023 | $233,090 | +2.4% | 3,161 | +0.3% | 0.05% | -1.9% |
| Q4 2022 | $227,660 | +6.4% | 3,151 | +0.4% | 0.05% | 0.0% |
| Q3 2022 | $214,000 | -3.2% | 3,139 | +0.3% | 0.05% | 0.0% |
| Q2 2022 | $221,000 | -15.6% | 3,130 | +0.3% | 0.05% | -3.6% |
| Q1 2022 | $262,000 | -9.3% | 3,120 | +0.2% | 0.06% | -3.5% |
| Q4 2021 | $289,000 | +6.6% | 3,115 | +0.3% | 0.06% | +1.8% |
| Q3 2021 | $271,000 | -1.5% | 3,107 | +0.2% | 0.06% | -1.8% |
| Q2 2021 | $275,000 | +3.4% | 3,101 | +0.2% | 0.06% | -1.7% |
| Q1 2021 | $266,000 | +16.7% | 3,096 | +3.9% | 0.06% | +5.5% |
| Q4 2020 | $228,000 | – | 2,981 | – | 0.06% | – |
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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% |