SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 339 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $528,026 | -14.7% | 6,149 | -13.4% | 0.02% | -20.7% |
| Q1 2024 | $619,093 | +2.7% | 7,097 | -1.6% | 0.03% | -21.6% |
| Q4 2023 | $602,979 | +7.9% | 7,210 | -5.4% | 0.04% | -2.6% |
| Q3 2023 | $558,714 | -5.6% | 7,625 | -0.8% | 0.04% | 0.0% |
| Q2 2023 | $591,727 | +18.3% | 7,688 | +13.3% | 0.04% | +11.8% |
| Q1 2023 | $500,256 | -2.7% | 6,783 | -4.7% | 0.03% | -12.8% |
| Q4 2022 | $513,967 | -29.0% | 7,114 | -33.1% | 0.04% | -35.0% |
| Q3 2022 | $724,000 | -6.8% | 10,632 | -3.6% | 0.06% | -23.1% |
| Q2 2022 | $777,000 | -18.8% | 11,025 | -3.5% | 0.08% | -4.9% |
| Q1 2022 | $957,000 | -24.9% | 11,420 | -16.8% | 0.08% | -21.9% |
| Q4 2021 | $1,274,000 | -3.9% | 13,732 | -9.8% | 0.10% | -3.7% |
| Q3 2021 | $1,326,000 | -28.7% | 15,222 | -27.4% | 0.11% | -41.7% |
| Q2 2021 | $1,861,000 | -34.7% | 20,972 | -36.9% | 0.19% | -38.7% |
| Q1 2021 | $2,851,000 | -26.5% | 33,217 | -34.6% | 0.30% | -36.2% |
| Q4 2020 | $3,879,000 | +43.2% | 50,792 | +10.7% | 0.48% | +23.8% |
| Q3 2020 | $2,708,000 | +112.7% | 45,884 | +104.6% | 0.39% | +94.0% |
| Q2 2020 | $1,273,000 | +57.9% | 22,426 | +28.4% | 0.20% | +25.2% |
| Q1 2020 | $806,000 | +35.0% | 17,471 | +88.7% | 0.16% | +65.6% |
| Q4 2019 | $597,000 | +42.8% | 9,258 | +31.8% | 0.10% | +31.5% |
| Q3 2019 | $418,000 | +8.3% | 7,023 | +10.8% | 0.07% | +5.8% |
| Q2 2019 | $386,000 | +4.3% | 6,339 | +2.2% | 0.07% | -11.5% |
| Q1 2019 | $370,000 | +63.7% | 6,201 | +47.5% | 0.08% | +41.8% |
| Q4 2018 | $226,000 | +425.6% | 4,203 | +558.8% | 0.06% | +511.1% |
| Q3 2018 | $43,000 | – | 638 | – | 0.01% | – |
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% |