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 | $3,526,851 | -0.2% | 48,135 | +4.8% | 2.32% | +0.9% |
| Q2 2023 | $3,534,779 | +9.5% | 45,930 | +4.9% | 2.30% | +14.7% |
| Q1 2023 | $3,228,996 | +4.8% | 43,783 | +2.6% | 2.00% | -1.4% |
| Q4 2022 | $3,081,899 | -6.2% | 42,662 | -11.6% | 2.03% | -13.3% |
| Q3 2022 | $3,286,000 | -0.5% | 48,247 | +3.0% | 2.34% | -7.6% |
| Q2 2022 | $3,302,000 | -10.4% | 46,837 | +6.6% | 2.53% | -0.8% |
| Q1 2022 | $3,685,000 | +1.3% | 43,955 | +12.2% | 2.55% | +3.8% |
| Q4 2021 | $3,636,000 | +19.0% | 39,173 | +11.7% | 2.46% | -8.3% |
| Q3 2021 | $3,056,000 | +4.7% | 35,077 | +6.6% | 2.68% | -10.5% |
| Q2 2021 | $2,920,000 | – | 32,897 | – | 3.00% | – |
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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% |