SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 310 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $580,585 | -2.7% | 6,762 | -1.2% | 0.03% | -8.1% |
| Q1 2024 | $597,002 | +12.0% | 6,844 | +7.4% | 0.04% | 0.0% |
| Q4 2023 | $533,058 | +14.3% | 6,374 | +0.1% | 0.04% | -2.6% |
| Q3 2023 | $466,510 | -5.6% | 6,367 | -0.9% | 0.04% | -2.6% |
| Q2 2023 | $494,237 | -40.0% | 6,422 | -42.5% | 0.04% | -46.6% |
| Q1 2023 | $823,788 | -4.9% | 11,170 | -6.9% | 0.07% | -14.1% |
| Q4 2022 | $866,447 | -14.9% | 11,994 | -19.8% | 0.08% | -1.2% |
| Q3 2022 | $1,018,000 | -1.5% | 14,949 | +1.8% | 0.09% | -22.5% |
| Q2 2022 | $1,034,000 | +27.3% | 14,680 | +55.0% | 0.11% | +40.5% |
| Q1 2022 | $812,000 | -39.4% | 9,470 | -34.4% | 0.08% | -26.9% |
| Q4 2021 | $1,339,000 | +15.1% | 14,428 | +8.0% | 0.11% | +5.9% |
| Q3 2021 | $1,163,000 | +10.4% | 13,356 | +12.6% | 0.10% | +4.1% |
| Q2 2021 | $1,053,000 | +29.7% | 11,865 | +25.3% | 0.10% | +18.1% |
| Q1 2021 | $812,000 | +24.3% | 9,470 | +10.7% | 0.08% | +16.9% |
| Q4 2020 | $653,000 | +61.6% | 8,556 | +24.9% | 0.07% | +36.5% |
| Q3 2020 | $404,000 | +60.3% | 6,851 | +54.1% | 0.05% | +48.6% |
| Q2 2020 | $252,000 | +384.6% | 4,447 | +1382.3% | 0.04% | +105.9% |
| Q3 2015 | $52,000 | -8.8% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $57,000 | 0.0% | 300 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $57,000 | – | 300 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |