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 | $4,727 | -8.5% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,165 | +10.8% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,663 | +3138.2% | 66 | +3200.0% | 0.00% | – |
| Q4 2022 | $144 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -99.5% | 0.00% | -100.0% |
| Q3 2021 | $33,000 | -2.9% | 381 | +0.3% | 0.01% | -14.3% |
| Q2 2021 | $34,000 | +3.0% | 380 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +13.8% | 380 | 0.0% | 0.01% | -46.2% |
| Q4 2020 | $29,000 | +31.8% | 380 | +0.5% | 0.01% | +160.0% |
| Q3 2020 | $22,000 | +22.2% | 378 | +21.2% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +38.5% | 312 | +13.5% | 0.01% | +25.0% |
| Q1 2020 | $13,000 | -59.4% | 275 | -45.0% | 0.00% | -50.0% |
| Q4 2019 | $32,000 | – | 500 | – | 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, INC. | 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% |