SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 365 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,734,238 | +8.3% | 23,669 | +13.8% | 0.20% | +21.1% |
| Q2 2023 | $1,600,631 | +13.9% | 20,798 | +9.1% | 0.16% | +4.5% |
| Q1 2023 | $1,405,540 | +7.7% | 19,058 | +5.5% | 0.15% | -3.8% |
| Q4 2022 | $1,304,765 | +8.5% | 18,062 | +2.3% | 0.16% | +1.9% |
| Q3 2022 | $1,203,000 | -2.9% | 17,657 | +0.5% | 0.16% | +2.6% |
| Q2 2022 | $1,239,000 | -15.7% | 17,574 | +0.3% | 0.15% | -15.5% |
| Q1 2022 | $1,470,000 | -11.3% | 17,530 | -1.8% | 0.18% | -9.0% |
| Q4 2021 | $1,657,000 | +12.0% | 17,851 | +5.1% | 0.20% | +2.6% |
| Q3 2021 | $1,479,000 | -2.1% | 16,979 | -0.3% | 0.19% | -4.9% |
| Q2 2021 | $1,511,000 | +5.9% | 17,024 | +2.4% | 0.20% | -5.6% |
| Q1 2021 | $1,427,000 | +15.0% | 16,624 | +2.3% | 0.22% | +9.6% |
| Q4 2020 | $1,241,000 | +91.5% | 16,254 | +48.1% | 0.20% | +66.9% |
| Q3 2020 | $648,000 | +36.7% | 10,975 | +31.6% | 0.12% | +22.9% |
| Q2 2020 | $474,000 | +80.9% | 8,340 | +47.0% | 0.10% | +54.8% |
| Q1 2020 | $262,000 | -35.8% | 5,675 | -10.3% | 0.06% | -24.4% |
| Q4 2019 | $408,000 | – | 6,325 | – | 0.08% | – |
Download | ||||||
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% |