SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 421 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,500 | -1.6% | 99 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $8,636 | +4.3% | 99 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8,279 | -88.5% | 99 | -89.9% | 0.00% | -90.0% |
| Q3 2023 | $72,171 | -4.8% | 985 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $75,805 | +158.3% | 985 | +147.5% | 0.02% | +150.0% |
| Q1 2023 | $29,352 | -82.5% | 398 | -82.8% | 0.01% | -83.7% |
| Q4 2022 | $167,308 | -42.3% | 2,316 | -45.7% | 0.05% | -49.0% |
| Q3 2022 | $290,000 | +24.5% | 4,264 | +28.7% | 0.10% | +26.3% |
| Q2 2022 | $233,000 | -7.2% | 3,312 | +10.8% | 0.08% | -3.8% |
| Q1 2022 | $251,000 | +286.2% | 2,990 | +329.6% | 0.08% | +276.2% |
| Q4 2021 | $65,000 | +6.6% | 696 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $61,000 | -1.6% | 696 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | +3000.0% | 696 | +3766.7% | 0.02% | +2100.0% |
| Q4 2020 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -96.8% | 18 | -98.3% | 0.00% | -96.7% |
| Q2 2020 | $62,000 | -27.9% | 1,086 | -41.4% | 0.03% | -47.4% |
| Q1 2020 | $86,000 | -86.8% | 1,854 | -81.7% | 0.06% | -86.6% |
| Q4 2019 | $653,000 | – | 10,113 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |