SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,643 | -9.9% | 20,877 | -5.4% | 0.40% | -12.4% |
| Q2 2023 | $1,697,792 | +4.1% | 22,061 | -0.2% | 0.46% | -4.2% |
| Q1 2023 | $1,630,725 | +0.2% | 22,112 | -1.8% | 0.48% | -10.7% |
| Q4 2022 | $1,627,381 | +14.3% | 22,527 | +7.8% | 0.54% | +6.6% |
| Q3 2022 | $1,424,000 | -18.1% | 20,906 | -15.2% | 0.50% | -14.0% |
| Q2 2022 | $1,739,000 | +24.8% | 24,665 | +48.5% | 0.58% | +21.4% |
| Q1 2022 | $1,393,000 | -1.9% | 16,615 | +1.9% | 0.48% | -9.4% |
| Q3 2021 | $1,420,000 | -1.0% | 16,299 | +0.9% | 0.53% | -6.5% |
| Q2 2021 | $1,434,000 | +3.5% | 16,151 | +0.1% | 0.57% | -3.2% |
| Q1 2021 | $1,385,000 | +11.0% | 16,134 | -1.3% | 0.59% | +2.8% |
| Q4 2020 | $1,248,000 | +30.1% | 16,346 | +0.6% | 0.57% | +8.6% |
| Q3 2020 | $959,000 | +3.2% | 16,250 | -0.7% | 0.53% | -3.7% |
| Q2 2020 | $929,000 | +413.3% | 16,360 | +481.4% | 0.55% | +370.7% |
| Q4 2019 | $181,000 | – | 2,814 | – | 0.12% | – |
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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, 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% |