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 | $85,008 | -27.6% | 1,160 | -24.0% | 0.03% | -22.7% |
| Q2 2023 | $117,449 | +4.4% | 1,526 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $112,543 | -7.6% | 1,526 | -9.5% | 0.04% | -15.1% |
| Q4 2022 | $121,797 | -7.7% | 1,686 | -12.8% | 0.05% | -14.5% |
| Q3 2022 | $132,000 | -2.9% | 1,934 | -0.1% | 0.06% | +1.6% |
| Q2 2022 | $136,000 | -15.5% | 1,936 | +0.6% | 0.06% | -3.2% |
| Q1 2022 | $161,000 | -10.1% | 1,925 | 0.0% | 0.06% | -7.4% |
| Q4 2021 | $179,000 | +4.7% | 1,925 | -1.9% | 0.07% | -4.2% |
| Q3 2021 | $171,000 | +3.0% | 1,963 | +5.2% | 0.07% | +1.4% |
| Q2 2021 | $166,000 | -4.0% | 1,866 | -7.6% | 0.07% | -12.5% |
| Q1 2021 | $173,000 | +5.5% | 2,019 | -6.0% | 0.08% | -4.8% |
| Q4 2020 | $164,000 | -74.5% | 2,147 | -80.3% | 0.08% | -79.1% |
| Q3 2020 | $643,000 | +1.7% | 10,886 | -2.3% | 0.40% | -10.9% |
| Q2 2020 | $632,000 | +18.1% | 11,138 | -3.9% | 0.45% | -10.5% |
| Q1 2020 | $535,000 | -30.8% | 11,590 | -3.3% | 0.50% | -11.4% |
| Q4 2019 | $773,000 | – | 11,980 | – | 0.57% | – |
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, 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% |