SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |