SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 421 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,791,191 | -8.1% | 20,862 | -6.6% | 0.24% | -7.9% |
| Q1 2024 | $1,948,926 | +2.9% | 22,342 | -1.4% | 0.27% | -5.0% |
| Q4 2023 | $1,894,210 | +18.2% | 22,650 | +3.6% | 0.28% | +5.3% |
| Q3 2023 | $1,602,483 | -3.4% | 21,871 | +1.5% | 0.27% | -0.7% |
| Q2 2023 | $1,658,877 | +6.0% | 21,555 | +1.6% | 0.27% | -3.6% |
| Q1 2023 | $1,565,270 | +5.1% | 21,224 | +2.9% | 0.28% | -2.8% |
| Q4 2022 | $1,489,315 | +5.9% | 20,616 | -0.2% | 0.29% | -3.7% |
| Q3 2022 | $1,407,000 | +1.4% | 20,658 | +5.0% | 0.30% | +0.7% |
| Q2 2022 | $1,388,000 | -10.2% | 19,682 | +6.8% | 0.30% | +1.4% |
| Q1 2022 | $1,545,000 | -7.6% | 18,434 | +2.3% | 0.29% | -9.9% |
| Q4 2021 | $1,672,000 | +9.9% | 18,019 | +3.2% | 0.32% | +3.5% |
| Q3 2021 | $1,521,000 | -2.7% | 17,456 | -0.9% | 0.31% | -11.4% |
| Q2 2021 | $1,564,000 | +1.6% | 17,617 | -1.7% | 0.35% | -6.4% |
| Q1 2021 | $1,539,000 | +8.9% | 17,925 | -3.1% | 0.38% | +5.6% |
| Q4 2020 | $1,413,000 | +29.6% | 18,499 | +0.2% | 0.36% | -9.4% |
| Q3 2020 | $1,090,000 | +5.4% | 18,464 | +1.5% | 0.39% | -1.8% |
| Q2 2020 | $1,034,000 | +26.9% | 18,199 | +3.1% | 0.40% | +5.8% |
| Q1 2020 | $815,000 | +10.1% | 17,644 | +53.9% | 0.38% | +40.5% |
| Q4 2019 | $740,000 | +45.1% | 11,466 | +34.1% | 0.27% | +35.9% |
| Q3 2019 | $510,000 | +94.7% | 8,551 | +98.9% | 0.20% | +90.4% |
| Q2 2019 | $262,000 | – | 4,299 | – | 0.10% | – |
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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% |