SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,755 | -4.5% | 243,924 | +1.2% | 2.11% | -2.6% |
| Q2 2023 | $18,587 | -3.5% | 241,111 | -5.9% | 2.17% | -9.5% |
| Q1 2023 | $19,268 | +3.1% | 256,286 | +0.6% | 2.40% | -9.2% |
| Q4 2022 | $18,695 | -99.9% | 254,736 | +10.0% | 2.64% | +12.2% |
| Q3 2022 | $15,656,000 | -14.3% | 231,618 | -9.2% | 2.35% | -11.4% |
| Q2 2022 | $18,274,000 | +101.3% | 255,014 | +135.5% | 2.65% | +129.2% |
| Q1 2022 | $9,077,000 | -9.4% | 108,282 | +0.4% | 1.16% | -8.1% |
| Q4 2021 | $10,015,000 | +7.2% | 107,895 | +0.6% | 1.26% | -5.3% |
| Q3 2021 | $9,344,000 | -1.0% | 107,256 | +0.9% | 1.33% | -5.8% |
| Q2 2021 | $9,434,000 | +3.5% | 106,269 | +0.1% | 1.41% | -10.5% |
| Q1 2021 | $9,114,000 | +13.0% | 106,157 | +0.5% | 1.58% | +0.8% |
| Q4 2020 | $8,065,000 | – | 105,606 | – | 1.56% | – |
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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, INC. | 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% |