SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 421 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,910,688 | -2.2% | 69,513 | -0.7% | 1.49% | -8.5% |
| Q1 2024 | $6,043,034 | +0.7% | 69,999 | -4.3% | 1.62% | -5.4% |
| Q4 2023 | $6,001,994 | +11.9% | 73,177 | +0.3% | 1.72% | +1.5% |
| Q3 2023 | $5,362,088 | -2.1% | 72,964 | +2.5% | 1.69% | -3.5% |
| Q2 2023 | $5,477,677 | +25.0% | 71,176 | +19.8% | 1.75% | +3.9% |
| Q1 2023 | $4,380,595 | +5.8% | 59,398 | +3.6% | 1.69% | -1.9% |
| Q4 2022 | $4,140,025 | +8.2% | 57,309 | +2.0% | 1.72% | -0.9% |
| Q3 2022 | $3,828,000 | -1.3% | 56,197 | +2.2% | 1.74% | +6.8% |
| Q2 2022 | $3,878,000 | -15.2% | 55,006 | +0.9% | 1.62% | -10.8% |
| Q1 2022 | $4,571,000 | +4.5% | 54,531 | +15.7% | 1.82% | +2.1% |
| Q4 2021 | $4,375,000 | +12.5% | 47,129 | +5.6% | 1.78% | +2.6% |
| Q3 2021 | $3,889,000 | +5.0% | 44,634 | +7.0% | 1.74% | +1.5% |
| Q2 2021 | $3,703,000 | +12.1% | 41,710 | +8.5% | 1.71% | +0.2% |
| Q1 2021 | $3,302,000 | +2.2% | 38,460 | -9.1% | 1.71% | -5.1% |
| Q4 2020 | $3,231,000 | +39.1% | 42,309 | +7.5% | 1.80% | +15.2% |
| Q3 2020 | $2,322,000 | +7.0% | 39,344 | +2.9% | 1.56% | -3.3% |
| Q2 2020 | $2,171,000 | +36.5% | 38,230 | +11.0% | 1.62% | +12.2% |
| Q1 2020 | $1,591,000 | -15.9% | 34,452 | +17.6% | 1.44% | -5.4% |
| Q4 2019 | $1,891,000 | – | 29,308 | – | 1.52% | – |
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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% |