SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 369 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $10,293 | -88.2% | 118 | -88.7% | 0.00% | – |
| Q4 2023 | $87,560 | -5.8% | 1,047 | -17.4% | 0.00% | – |
| Q3 2023 | $92,907 | +2259.8% | 1,268 | +4428.6% | 0.00% | – |
| Q2 2023 | $3,937 | -99.0% | 28 | -99.5% | 0.00% | -100.0% |
| Q4 2022 | $406,783 | +151.1% | 5,631 | +137.2% | 0.00% | +100.0% |
| Q3 2022 | $162,000 | +3140.0% | 2,374 | +4139.3% | 0.00% | – |
| Q1 2022 | $5,000 | -83.3% | 56 | -82.5% | 0.00% | – |
| Q4 2021 | $30,000 | +275.0% | 320 | +236.8% | 0.00% | – |
| Q3 2021 | $8,000 | -70.4% | 95 | -68.3% | 0.00% | – |
| Q2 2021 | $27,000 | +80.0% | 300 | +70.5% | 0.00% | – |
| Q1 2021 | $15,000 | -90.6% | 176 | -91.6% | 0.00% | -100.0% |
| Q4 2020 | $160,000 | – | 2,090 | – | 0.00% | – |
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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% |