SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 308 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,614,059 | +7.2% | 19,300 | -6.1% | 0.32% | -3.8% |
| Q3 2023 | $1,506,211 | +19.6% | 20,557 | +17.9% | 0.34% | +1.5% |
| Q4 2022 | $1,259,432 | +17.9% | 17,434 | +11.2% | 0.33% | +5.4% |
| Q3 2022 | $1,068,000 | +2.9% | 15,683 | +6.5% | 0.32% | +9.0% |
| Q2 2022 | $1,038,000 | -12.6% | 14,726 | +4.0% | 0.29% | -0.7% |
| Q1 2022 | $1,187,000 | -10.8% | 14,158 | -1.3% | 0.29% | -2.3% |
| Q4 2021 | $1,331,000 | -2.8% | 14,344 | 0.0% | 0.30% | -5.4% |
| Q3 2021 | $1,370,000 | +7.3% | 14,344 | -0.3% | 0.32% | -16.2% |
| Q2 2021 | $1,277,000 | +0.2% | 14,384 | -3.2% | 0.38% | -8.5% |
| Q1 2021 | $1,275,000 | +12.2% | 14,853 | -0.1% | 0.41% | +5.6% |
| Q4 2020 | $1,136,000 | +29.7% | 14,871 | +0.2% | 0.39% | +13.7% |
| Q3 2020 | $876,000 | +3.3% | 14,844 | -0.6% | 0.34% | -0.9% |
| Q2 2020 | $848,000 | – | 14,930 | – | 0.35% | – |
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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% |