SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $315,754 | -5.2% | 4,103 | -5.2% | 0.07% | 0.0% |
Q2 2023 | $333,070 | +14.1% | 4,328 | +9.3% | 0.07% | +2.8% |
Q1 2023 | $292,012 | -2.4% | 3,959 | -4.5% | 0.07% | -2.7% |
Q4 2022 | $299,336 | +4.3% | 4,144 | -1.6% | 0.07% | -2.7% |
Q3 2022 | $287,000 | -1.0% | 4,213 | +3.1% | 0.08% | +5.6% |
Q2 2022 | $290,000 | -3.3% | 4,087 | +14.0% | 0.07% | +18.3% |
Q1 2022 | $300,000 | +19.0% | 3,584 | +31.9% | 0.06% | +9.1% |
Q4 2021 | $252,000 | +869.2% | 2,717 | +528.9% | 0.06% | +685.7% |
Q3 2019 | $26,000 | 0.0% | 432 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $26,000 | 0.0% | 432 | 0.0% | 0.01% | -41.7% |
Q1 2019 | $26,000 | – | 432 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
KWB Wealth | 213,561 | $15,427,632 | 2.85% |