SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 421 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $642,047 | -6.2% | 7,478 | -4.7% | 0.05% | -13.1% |
| Q1 2024 | $684,128 | +172.1% | 7,843 | +160.9% | 0.06% | +144.0% |
| Q4 2023 | $251,430 | +24.4% | 3,006 | +9.0% | 0.02% | +8.7% |
| Q3 2023 | $202,041 | -2.0% | 2,757 | +2.9% | 0.02% | 0.0% |
| Q2 2023 | $206,247 | -90.3% | 2,680 | -89.0% | 0.02% | -92.0% |
| Q3 2021 | $2,120,000 | +423.5% | 24,335 | +224.2% | 0.29% | +122.3% |
| Q4 2018 | $405,000 | -23.0% | 7,507 | -3.4% | 0.13% | -14.5% |
| Q3 2018 | $526,000 | +8.9% | 7,775 | +1.8% | 0.15% | -1.3% |
| Q2 2018 | $483,000 | +14.7% | 7,639 | +311.6% | 0.15% | +7.7% |
| Q1 2018 | $421,000 | +5.2% | 1,856 | +7.0% | 0.14% | +15.3% |
| Q4 2017 | $400,000 | +25.4% | 1,734 | +24.9% | 0.12% | +2.5% |
| Q3 2017 | $319,000 | +9.2% | 1,388 | +1.8% | 0.12% | -5.5% |
| Q2 2017 | $292,000 | +3.9% | 1,364 | 0.0% | 0.13% | -4.5% |
| Q1 2017 | $281,000 | +3.7% | 1,364 | +4.7% | 0.13% | -15.2% |
| Q4 2016 | $271,000 | – | 1,303 | – | 0.16% | – |
Download | ||||||
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% |