SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,411,000 | -2.9% | 39,152 | -1.1% | 1.91% | -2.8% |
| Q2 2021 | $3,513,000 | +10.3% | 39,578 | +6.7% | 1.97% | +2.2% |
| Q1 2021 | $3,185,000 | +7.2% | 37,103 | -4.6% | 1.92% | -3.2% |
| Q4 2020 | $2,970,000 | +19.9% | 38,892 | -7.3% | 1.99% | +5.2% |
| Q3 2020 | $2,477,000 | -3.7% | 41,964 | -7.3% | 1.89% | -11.1% |
| Q2 2020 | $2,572,000 | +15.4% | 45,291 | -6.1% | 2.13% | -4.1% |
| Q1 2020 | $2,228,000 | -35.4% | 48,247 | -9.8% | 2.22% | -16.1% |
| Q4 2019 | $3,451,000 | +3.4% | 53,485 | -4.5% | 2.64% | -1.4% |
| Q3 2019 | $3,336,000 | -2.3% | 55,990 | -0.1% | 2.68% | -2.8% |
| Q2 2019 | $3,414,000 | +9.8% | 56,052 | +7.6% | 2.76% | +2.5% |
| Q1 2019 | $3,109,000 | +10.7% | 52,074 | -0.0% | 2.69% | -18.1% |
| Q4 2018 | $2,809,000 | -17.8% | 52,084 | +2.9% | 3.29% | -5.2% |
| Q3 2018 | $3,416,000 | -2.0% | 50,606 | -8.2% | 3.47% | +8.2% |
| Q2 2018 | $3,484,000 | +3.7% | 55,123 | +281.6% | 3.21% | +0.6% |
| Q1 2018 | $3,359,000 | -1.1% | 14,444 | -3.3% | 3.19% | -1.8% |
| Q4 2017 | $3,397,000 | – | 14,940 | – | 3.25% | – |
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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, INC. | 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% |