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 | $209,112 | -4.8% | 2,854 | 0.0% | 0.12% | +0.9% |
| Q2 2023 | $219,644 | +0.9% | 2,854 | -3.4% | 0.12% | -2.5% |
| Q1 2023 | $217,784 | +2.1% | 2,953 | 0.0% | 0.12% | -5.6% |
| Q4 2022 | $213,324 | +6.1% | 2,953 | 0.0% | 0.12% | -4.6% |
| Q3 2022 | $201,000 | -4.3% | 2,953 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $210,000 | -15.3% | 2,953 | 0.0% | 0.13% | -19.1% |
| Q1 2022 | $248,000 | 0.0% | 2,953 | 0.0% | 0.16% | -10.0% |
| Q4 2021 | $248,000 | -3.5% | 2,953 | 0.0% | 0.18% | +0.6% |
| Q3 2021 | $257,000 | -3.0% | 2,953 | -1.2% | 0.18% | -4.3% |
| Q2 2021 | $265,000 | – | 2,988 | – | 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, 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% |