SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 421 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,642 | +1.9% | 147,239 | +3.5% | 0.94% | -9.8% |
| Q1 2024 | $12,412 | -23.3% | 142,288 | -26.5% | 1.04% | -12.7% |
| Q4 2023 | $16,181 | -3.0% | 193,481 | -13.9% | 1.19% | -2.7% |
| Q3 2023 | $16,680 | +3.1% | 224,731 | +6.9% | 1.22% | -35.3% |
| Q2 2023 | $16,174 | +6.4% | 210,192 | +1.9% | 1.89% | -3.1% |
| Q1 2023 | $15,206 | -99.9% | 206,184 | +6.8% | 1.95% | +1.8% |
| Q4 2022 | $13,952,486 | +9.0% | 193,141 | +2.8% | 1.91% | +13.1% |
| Q3 2022 | $12,799,000 | -46.8% | 187,892 | -47.2% | 1.69% | +2.8% |
| Q2 2022 | $24,041,000 | – | 355,759 | – | 1.65% | – |
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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% |