SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 355 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,772,490 | -0.0% | 102,172 | +1.5% | 2.07% | +0.8% |
| Q1 2024 | $8,776,874 | +11.0% | 100,618 | +6.4% | 2.05% | +1.8% |
| Q4 2023 | $7,910,059 | +20.6% | 94,584 | +5.6% | 2.02% | +6.4% |
| Q3 2023 | $6,560,595 | -0.4% | 89,540 | +4.6% | 1.90% | -3.1% |
| Q2 2023 | $6,587,139 | +4.9% | 85,592 | +0.5% | 1.96% | -2.9% |
| Q1 2023 | $6,282,026 | +0.2% | 85,180 | -1.8% | 2.02% | -8.7% |
| Q4 2022 | $6,268,719 | +9.1% | 86,776 | +2.9% | 2.21% | -0.6% |
| Q3 2022 | $5,746,000 | -1.1% | 84,347 | +2.3% | 2.22% | -2.7% |
| Q2 2022 | $5,811,000 | -21.8% | 82,426 | -7.0% | 2.28% | -15.3% |
| Q1 2022 | $7,433,000 | -3.9% | 88,667 | +6.4% | 2.69% | -15.3% |
| Q4 2021 | $7,732,000 | +14.0% | 83,299 | +7.0% | 3.18% | -1.9% |
| Q3 2021 | $6,782,000 | +4.6% | 77,843 | +6.6% | 3.24% | +2.1% |
| Q2 2021 | $6,481,000 | +5.9% | 73,006 | +2.4% | 3.17% | -3.9% |
| Q1 2021 | $6,121,000 | +17.6% | 71,302 | +4.6% | 3.30% | +6.8% |
| Q4 2020 | $5,204,000 | +33.0% | 68,149 | +2.8% | 3.09% | +14.7% |
| Q3 2020 | $3,912,000 | -0.4% | 66,276 | +0.7% | 2.70% | -2.4% |
| Q1 2019 | $3,929,000 | +36.4% | 65,814 | +23.3% | 2.76% | +21.1% |
| Q4 2018 | $2,880,000 | – | 53,389 | – | 2.28% | – |
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% |