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 | $237,438 | -1.1% | 3,241 | +3.8% | 0.12% | +1.7% |
| Q2 2023 | $240,163 | -16.6% | 3,121 | +0.7% | 0.12% | -29.9% |
| Q4 2021 | $288,000 | +260.0% | 3,099 | +237.6% | 0.17% | +240.8% |
| Q3 2021 | $80,000 | +35.6% | 918 | +37.4% | 0.05% | +28.9% |
| Q2 2021 | $59,000 | +9.3% | 668 | +6.2% | 0.04% | +2.7% |
| Q1 2021 | $54,000 | +20.0% | 629 | +5.7% | 0.04% | +8.8% |
| Q4 2020 | $45,000 | +50.0% | 595 | +17.4% | 0.03% | +41.7% |
| Q3 2020 | $30,000 | +36.4% | 507 | +33.4% | 0.02% | +33.3% |
| Q2 2020 | $22,000 | – | 380 | – | 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% |