SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,967 | -5.6% | 4,831 | -0.8% | 0.40% | -1.0% |
| Q2 2023 | $374,872 | +4.5% | 4,871 | +0.1% | 0.41% | +1.2% |
| Q1 2023 | $358,868 | -0.1% | 4,866 | -2.1% | 0.40% | +1.3% |
| Q4 2022 | $359,105 | +34.5% | 4,971 | +26.6% | 0.40% | +25.6% |
| Q3 2022 | $267,000 | +9.4% | 3,925 | +13.6% | 0.32% | +24.9% |
| Q2 2022 | $244,000 | +0.4% | 3,454 | +19.4% | 0.25% | +18.2% |
| Q1 2022 | $243,000 | – | 2,893 | – | 0.21% | – |
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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% |