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 | $378,992 | -6.0% | 5,173 | -1.3% | 0.07% | -1.3% |
| Q2 2023 | $403,392 | +9984.8% | 5,242 | +8937.9% | 0.08% | +3650.0% |
| Q2 2022 | $4,000 | -71.4% | 58 | -64.4% | 0.00% | -71.4% |
| Q1 2022 | $14,000 | -6.7% | 163 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $15,000 | +7.1% | 163 | 0.0% | 0.01% | +50.0% |
| Q3 2021 | $14,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 163 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | -37.5% | 163 | -42.2% | 0.01% | -40.0% |
| Q2 2020 | $16,000 | -42.9% | 282 | -54.2% | 0.01% | -50.0% |
| Q1 2020 | $28,000 | -20.0% | 616 | +15.1% | 0.02% | +17.6% |
| Q4 2019 | $35,000 | – | 535 | – | 0.02% | – |
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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% |