SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 363 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,517 | +0.2% | 9,984 | +5.3% | 0.39% | +3.1% |
| Q2 2023 | $729,950 | +2.5% | 9,485 | -1.8% | 0.38% | +0.8% |
| Q1 2023 | $712,443 | -5.3% | 9,660 | -7.3% | 0.38% | -10.0% |
| Q4 2022 | $752,611 | +4.4% | 10,418 | -1.6% | 0.42% | -0.9% |
| Q3 2022 | $721,000 | +19.8% | 10,590 | +24.1% | 0.42% | +25.8% |
| Q2 2022 | $602,000 | -24.2% | 8,532 | -9.9% | 0.34% | -22.4% |
| Q1 2022 | $794,000 | +4.5% | 9,472 | +15.6% | 0.43% | +0.9% |
| Q4 2021 | $760,000 | +15.3% | 8,192 | +8.3% | 0.43% | +9.1% |
| Q3 2021 | $659,000 | -16.3% | 7,567 | -14.6% | 0.39% | -19.9% |
| Q2 2021 | $787,000 | +42.1% | 8,861 | +37.4% | 0.49% | +34.4% |
| Q1 2021 | $554,000 | +12.8% | 6,448 | +0.2% | 0.37% | +94.7% |
| Q4 2020 | $491,000 | – | 6,435 | – | 0.19% | – |
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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, LLC | 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% |