SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 429 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $171,000 | -15.8% | 2,420 | 0.0% | 0.02% | -8.0% |
| Q1 2022 | $203,000 | -12.1% | 2,420 | -2.9% | 0.02% | -7.4% |
| Q4 2021 | $231,000 | +6.5% | 2,493 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $217,000 | -2.3% | 2,493 | -0.2% | 0.03% | -3.6% |
| Q2 2021 | $222,000 | -5.1% | 2,499 | -8.4% | 0.03% | -15.2% |
| Q1 2021 | $234,000 | +12.5% | 2,729 | +0.2% | 0.03% | +3.1% |
| Q4 2020 | $208,000 | – | 2,723 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REFRAME WEALTH, LLC | 309,403 | $22,351,298 | 8.59% |
| Capital Directions Investment Advisors, LLC | 309,403 | $22,351,298 | 8.34% |
| Forbes Financial Planning, Inc. | 72,922 | $4,967,435 | 7.23% |
| Kades & Cheifetz LLC | 104,227 | $7,529,387 | 6.29% |
| DENVER WEALTH MANAGEMENT, INC. | 103,312 | $7,463,000 | 5.57% |
| AIRE ADVISORS, LLC | 209,396 | $15,185,589 | 4.64% |
| Rodgers & Associates, LTD | 345,661 | $24,970,527 | 4.10% |
| ERTS Wealth Advisors, LLC | 195,272 | $14,106,453 | 3.66% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 107,073 | $7,732 | 3.55% |
| Financial Planning & Information Services, Inc. | 214,901 | $15,524,458 | 3.29% |