SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 310 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,142 | -1.6% | 584 | 0.0% | 0.02% | -5.0% |
| Q1 2024 | $50,942 | +4.3% | 584 | 0.0% | 0.02% | -4.8% |
| Q4 2023 | $48,840 | +14.1% | 584 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $42,790 | -12.0% | 584 | -7.6% | 0.02% | -12.5% |
| Q2 2023 | $48,639 | -33.0% | 632 | -35.8% | 0.02% | -33.3% |
| Q1 2023 | $72,570 | +102111.3% | 984 | +0.3% | 0.04% | -5.3% |
| Q4 2022 | $71 | -99.6% | 981 | +255.4% | 0.04% | +40.7% |
| Q3 2022 | $19,000 | -77.1% | 276 | -76.6% | 0.03% | -42.6% |
| Q2 2022 | $83,000 | -16.2% | 1,181 | 0.0% | 0.05% | -13.0% |
| Q1 2022 | $99,000 | -10.0% | 1,181 | 0.0% | 0.05% | -12.9% |
| Q4 2021 | $110,000 | +6.8% | 1,181 | 0.0% | 0.06% | -3.1% |
| Q3 2021 | $103,000 | -8.8% | 1,181 | -7.2% | 0.06% | -14.7% |
| Q2 2021 | $113,000 | 0.0% | 1,273 | -3.3% | 0.08% | -11.8% |
| Q1 2021 | $113,000 | +9.7% | 1,317 | -1.9% | 0.08% | +3.7% |
| Q4 2020 | $103,000 | – | 1,343 | – | 0.08% | – |
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% |