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 | $1,979,504 | -4.1% | 27,016 | +0.8% | 1.61% | -1.0% |
| Q2 2023 | $2,063,254 | +2.7% | 26,809 | -1.6% | 1.62% | -4.1% |
| Q1 2023 | $2,008,948 | +97374.4% | 27,239 | -4.5% | 1.69% | -6.2% |
| Q4 2022 | $2,061 | -99.9% | 28,525 | -3.5% | 1.80% | -3.5% |
| Q3 2022 | $2,013,000 | -5.6% | 29,549 | -2.4% | 1.87% | -6.1% |
| Q2 2022 | $2,133,000 | -15.4% | 30,262 | +0.6% | 1.99% | -11.7% |
| Q1 2022 | $2,522,000 | -15.9% | 30,085 | -6.9% | 2.26% | -14.9% |
| Q4 2021 | $2,999,000 | – | 32,312 | – | 2.65% | – |
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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% |