SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 306 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,861 | -5.1% | 9,737 | -0.1% | 0.08% | -1.2% |
| Q2 2023 | $742,679 | -8.6% | 9,749 | -13.4% | 0.08% | -15.3% |
| Q1 2023 | $812,242 | -4.3% | 11,253 | -2.5% | 0.10% | -9.3% |
| Q4 2022 | $848,914 | +2.6% | 11,542 | 0.0% | 0.11% | -10.7% |
| Q3 2022 | $827,000 | -4.3% | 11,542 | -5.2% | 0.12% | -6.2% |
| Q2 2022 | $864,000 | -16.8% | 12,169 | -4.7% | 0.13% | -9.2% |
| Q1 2022 | $1,039,000 | -9.2% | 12,772 | 0.0% | 0.14% | -9.0% |
| Q4 2021 | $1,144,000 | +2.8% | 12,772 | 0.0% | 0.16% | -12.4% |
| Q3 2021 | $1,113,000 | -2.2% | 12,772 | -0.4% | 0.18% | -6.3% |
| Q2 2021 | $1,138,000 | +2.5% | 12,824 | 0.0% | 0.19% | -7.8% |
| Q1 2021 | $1,110,000 | +0.8% | 12,824 | -11.1% | 0.21% | -17.9% |
| Q4 2020 | $1,101,000 | +24.1% | 14,420 | -4.0% | 0.25% | +4.1% |
| Q3 2020 | $887,000 | +2.1% | 15,026 | -1.8% | 0.24% | -16.3% |
| Q2 2020 | $869,000 | +23.3% | 15,306 | +1.7% | 0.29% | -6.8% |
| Q1 2020 | $705,000 | +220.5% | 15,054 | +307.6% | 0.31% | +80.7% |
| Q1 2019 | $220,000 | -9.5% | 3,693 | -18.2% | 0.17% | -25.3% |
| Q4 2018 | $243,000 | – | 4,513 | – | 0.23% | – |
Download | ||||||
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% |