SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 8 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,434 | -5.4% | 4,878 | -0.7% | 0.03% | -6.2% |
| Q2 2023 | $377,914 | +11.1% | 4,911 | +6.5% | 0.03% | 0.0% |
| Q1 2023 | $340,204 | +2.1% | 4,613 | +0.1% | 0.03% | -5.9% |
| Q4 2022 | $333,045 | -41.7% | 4,610 | -45.0% | 0.03% | +3.0% |
| Q3 2022 | $571,000 | -1.4% | 8,381 | +2.0% | 0.03% | 0.0% |
| Q2 2022 | $579,000 | -15.8% | 8,215 | +0.1% | 0.03% | 0.0% |
| Q1 2022 | $688,000 | +81.1% | 8,208 | +100.0% | 0.03% | -13.2% |
| Q4 2021 | $380,000 | +31.9% | 4,105 | +25.8% | 0.04% | +26.7% |
| Q2 2021 | $288,000 | +1.1% | 3,263 | -1.7% | 0.03% | -21.1% |
| Q1 2021 | $285,000 | +33.2% | 3,318 | +18.2% | 0.04% | +22.6% |
| Q4 2020 | $214,000 | – | 2,807 | – | 0.03% | – |
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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% |