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 | $237,231 | -1.6% | 2,763 | 0.0% | 0.04% | -2.6% |
| Q1 2024 | $241,016 | +4.3% | 2,763 | 0.0% | 0.04% | -7.3% |
| Q4 2023 | $231,070 | +14.1% | 2,763 | 0.0% | 0.04% | +5.1% |
| Q3 2023 | $202,445 | -4.8% | 2,763 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $212,640 | +4.4% | 2,763 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $203,771 | -0.1% | 2,763 | -7.6% | 0.04% | -21.2% |
| Q3 2022 | $204,000 | -11.7% | 2,989 | -8.9% | 0.05% | -11.9% |
| Q2 2022 | $231,000 | -16.0% | 3,280 | 0.0% | 0.06% | -7.8% |
| Q1 2022 | $275,000 | -9.5% | 3,280 | 0.0% | 0.06% | -8.6% |
| Q4 2021 | $304,000 | +6.3% | 3,280 | 0.0% | 0.07% | -7.9% |
| Q3 2021 | $286,000 | -1.7% | 3,280 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $291,000 | +3.2% | 3,280 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $282,000 | +12.8% | 3,280 | 0.0% | 0.08% | +4.9% |
| Q4 2020 | $250,000 | -5.3% | 3,280 | -29.5% | 0.08% | -24.3% |
| Q2 2020 | $264,000 | +12.8% | 4,653 | 0.0% | 0.11% | +3.9% |
| Q1 2020 | $234,000 | -22.0% | 4,653 | 0.0% | 0.10% | -6.4% |
| Q4 2019 | $300,000 | – | 4,653 | – | 0.11% | – |
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% |