SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 362 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,869,172 | -2.0% | 45,064 | -0.4% | 0.14% | +90.3% |
| Q1 2024 | $3,947,570 | -0.1% | 45,255 | -6.4% | 0.07% | -45.0% |
| Q4 2023 | $3,952,386 | +10.5% | 48,371 | -0.9% | 0.13% | -3.7% |
| Q3 2023 | $3,576,869 | -1.8% | 48,818 | +3.2% | 0.14% | +1.5% |
| Q2 2023 | $3,642,303 | +6.8% | 47,327 | +2.3% | 0.13% | +0.8% |
| Q1 2023 | $3,410,972 | +215511.4% | 46,250 | +111.1% | 0.13% | +49.4% |
| Q4 2022 | $1,582 | -91.2% | 21,906 | +8043.5% | 0.09% | +8800.0% |
| Q3 2022 | $18,000 | -99.5% | 269 | -99.4% | 0.00% | -99.3% |
| Q2 2022 | $3,296,000 | -3.0% | 46,755 | +15.4% | 0.14% | +49.5% |
| Q1 2022 | $3,397,000 | +4.6% | 40,524 | +15.8% | 0.09% | +26.4% |
| Q4 2021 | $3,248,000 | +4.6% | 34,987 | -1.8% | 0.07% | -12.2% |
| Q3 2021 | $3,105,000 | -0.7% | 35,644 | +1.2% | 0.08% | -3.5% |
| Q2 2021 | $3,127,000 | +52.3% | 35,220 | -37.4% | 0.08% | +54.5% |
| Q1 2021 | $2,053,000 | – | 56,233 | – | 0.06% | – |
Download | ||||||
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% |