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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $514,000 | +26.3% | 6,141 | +40.0% | 0.04% | +31.2% |
| Q4 2021 | $407,000 | +36.1% | 4,387 | +27.7% | 0.03% | -17.9% |
| Q3 2021 | $299,000 | +12.8% | 3,436 | +15.0% | 0.04% | +44.4% |
| Q2 2021 | $265,000 | +17.3% | 2,988 | +13.2% | 0.03% | 0.0% |
| Q1 2021 | $226,000 | – | 2,640 | – | 0.03% | – |
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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% |