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 | $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% | – |
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, 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% |