SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 353 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,322,813 | +5.6% | 24,891 | -1.3% | 0.07% | -1.4% |
| Q1 2024 | $2,200,143 | -0.6% | 25,222 | -4.7% | 0.07% | -7.8% |
| Q4 2023 | $2,213,313 | +37.3% | 26,466 | +20.3% | 0.08% | +22.2% |
| Q3 2023 | $1,611,642 | -9.6% | 21,996 | -5.1% | 0.06% | -7.4% |
| Q2 2023 | $1,782,959 | +2.1% | 23,167 | -2.2% | 0.07% | -5.6% |
| Q1 2023 | $1,746,436 | +3.3% | 23,680 | +1.2% | 0.07% | -5.3% |
| Q4 2022 | $1,690,889 | +6.1% | 23,407 | +0.0% | 0.08% | -7.3% |
| Q3 2022 | $1,594,000 | -4.1% | 23,399 | -0.7% | 0.08% | -25.5% |
| Q2 2022 | $1,662,000 | -18.0% | 23,573 | -2.5% | 0.11% | -2.7% |
| Q1 2022 | $2,028,000 | -14.1% | 24,189 | -4.9% | 0.11% | -9.6% |
| Q4 2021 | $2,360,000 | +10.4% | 25,428 | +3.6% | 0.12% | -0.8% |
| Q3 2021 | $2,137,000 | +2.5% | 24,534 | +4.4% | 0.13% | +1.6% |
| Q2 2021 | $2,085,000 | +68.4% | 23,490 | +62.9% | 0.12% | +45.9% |
| Q1 2021 | $1,238,000 | +3.9% | 14,421 | -7.6% | 0.08% | -4.5% |
| Q4 2020 | $1,192,000 | +33.8% | 15,603 | +3.3% | 0.09% | +15.6% |
| Q3 2020 | $891,000 | +5.6% | 15,102 | +1.6% | 0.08% | -7.2% |
| Q2 2020 | $844,000 | +31.7% | 14,857 | +7.1% | 0.08% | -4.6% |
| Q1 2020 | $641,000 | -26.3% | 13,877 | +3.0% | 0.09% | -6.5% |
| Q4 2019 | $870,000 | +45.5% | 13,478 | +34.2% | 0.09% | +17.7% |
| Q3 2019 | $598,000 | +17.3% | 10,043 | +19.9% | 0.08% | +19.7% |
| Q2 2019 | $510,000 | -77.1% | 8,379 | -77.5% | 0.07% | -79.9% |
| Q1 2019 | $2,225,000 | +8.0% | 37,272 | -2.5% | 0.33% | -19.0% |
| Q4 2018 | $2,061,000 | +515.2% | 38,213 | +670.9% | 0.41% | +696.1% |
| Q3 2018 | $335,000 | +18.0% | 4,957 | +10.2% | 0.05% | -21.5% |
| Q2 2018 | $284,000 | -1.0% | 4,497 | +264.1% | 0.06% | -11.0% |
| Q1 2018 | $287,000 | -1.4% | 1,235 | -3.5% | 0.07% | -33.6% |
| Q4 2017 | $291,000 | – | 1,280 | – | 0.11% | – |
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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% |