SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,410 | +1.4% | 688 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $49,702 | 0.0% | 688 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $49,702 | +0.0% | 688 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $49,701 | +1.4% | 688 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $49,000 | -5.8% | 688 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $52,000 | -10.3% | 688 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -9.4% | 688 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $64,000 | +6.7% | 688 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $60,000 | -1.6% | 688 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $61,000 | +3.4% | 688 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $59,000 | +11.3% | 688 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $53,000 | +29.3% | 688 | 0.0% | 0.02% | +112.5% |
| Q3 2020 | $41,000 | – | 688 | – | 0.01% | – |
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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, LLC | 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% |