SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 353 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $458,000 | -5.0% | 5,474 | +5.4% | 0.26% | +2.0% |
| Q4 2021 | $482,000 | +5.7% | 5,195 | -0.9% | 0.25% | -1.9% |
| Q3 2021 | $456,000 | -1.9% | 5,244 | 0.0% | 0.26% | -1.5% |
| Q2 2021 | $465,000 | +5.0% | 5,244 | +1.6% | 0.26% | -0.4% |
| Q1 2021 | $443,000 | +6.0% | 5,162 | 0.0% | 0.26% | +12.3% |
| Q4 2020 | $418,000 | +37.5% | 5,162 | 0.0% | 0.24% | +16.9% |
| Q3 2020 | $304,000 | +10.5% | 5,162 | +6.5% | 0.20% | -5.2% |
| Q2 2020 | $275,000 | +30.3% | 4,846 | +5.6% | 0.21% | +15.8% |
| Q1 2020 | $211,000 | -32.2% | 4,589 | -5.0% | 0.18% | -10.3% |
| Q4 2019 | $311,000 | +3.7% | 4,828 | -4.3% | 0.20% | -6.0% |
| Q3 2019 | $300,000 | -10.7% | 5,045 | -8.6% | 0.22% | -11.4% |
| Q2 2019 | $336,000 | +784.2% | 5,518 | +3071.3% | 0.24% | +620.6% |
| Q4 2017 | $38,000 | – | 174 | – | 0.03% | – |
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% |