SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,784 | +4.8% | 5,197 | +10.1% | 0.04% | +2.6% |
| Q2 2023 | $363,174 | +4.3% | 4,719 | -0.1% | 0.04% | -7.1% |
| Q1 2023 | $348,248 | +3.5% | 4,722 | +1.4% | 0.04% | -2.3% |
| Q4 2022 | $336,494 | +40.2% | 4,658 | +32.2% | 0.04% | +19.4% |
| Q3 2022 | $240,000 | +1.7% | 3,524 | +5.1% | 0.04% | -2.7% |
| Q2 2022 | $236,000 | -11.3% | 3,354 | +5.8% | 0.04% | -5.1% |
| Q1 2022 | $266,000 | +30.4% | 3,171 | +44.5% | 0.04% | +34.5% |
| Q4 2021 | $204,000 | +325.0% | 2,194 | +110.4% | 0.03% | +141.7% |
| Q1 2020 | $48,000 | -27.3% | 1,043 | +2.2% | 0.01% | -7.7% |
| Q4 2019 | $66,000 | +88.6% | 1,021 | +75.7% | 0.01% | +85.7% |
| Q3 2019 | $35,000 | – | 581 | – | 0.01% | – |
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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% |