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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,000 | -6.6% | 1,348 | +3.1% | 0.05% | -5.4% |
| Q4 2021 | $121,000 | +2.5% | 1,307 | -3.5% | 0.06% | -8.2% |
| Q3 2021 | $118,000 | -3.3% | 1,354 | -1.2% | 0.06% | -1.6% |
| Q2 2021 | $122,000 | +71.8% | 1,371 | +67.0% | 0.06% | +59.0% |
| Q1 2021 | $71,000 | 0.0% | 821 | -11.9% | 0.04% | 0.0% |
| Q4 2020 | $71,000 | +42.0% | 932 | +9.1% | 0.04% | +30.0% |
| Q3 2020 | $50,000 | -24.2% | 854 | -26.7% | 0.03% | -26.8% |
| Q2 2020 | $66,000 | +29.4% | 1,165 | +5.0% | 0.04% | +7.9% |
| Q1 2020 | $51,000 | +183.3% | 1,109 | +304.7% | 0.04% | +137.5% |
| Q4 2019 | $18,000 | – | 274 | – | 0.02% | – |
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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% |