SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 311 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $683,023 | -47.8% | 9,322 | -45.2% | 0.03% | -38.3% |
| Q2 2023 | $1,308,243 | +4.2% | 16,999 | -0.2% | 0.05% | -4.1% |
| Q1 2023 | $1,255,889 | +2.0% | 17,029 | -0.0% | 0.05% | -5.8% |
| Q4 2022 | $1,230,681 | +6.0% | 17,036 | -0.0% | 0.05% | -1.9% |
| Q3 2022 | $1,161,000 | -3.3% | 17,044 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $1,201,000 | -16.5% | 17,044 | -0.7% | 0.05% | -6.9% |
| Q1 2022 | $1,439,000 | +51.5% | 17,169 | +67.6% | 0.06% | +18.4% |
| Q4 2021 | $950,000 | +3.9% | 10,242 | -0.6% | 0.05% | +6.5% |
| Q2 2021 | $914,242 | +4.4% | 10,299 | +0.9% | 0.05% | -8.0% |
| Q1 2021 | $875,928 | +9.6% | 10,203 | -2.5% | 0.05% | -5.7% |
| Q4 2020 | $799,136 | +31.4% | 10,464 | +1.6% | 0.05% | +8.2% |
| Q3 2020 | $608,245 | -2.5% | 10,304 | -6.2% | 0.05% | -7.5% |
| Q2 2020 | $623,558 | +23.0% | 10,982 | +0.0% | 0.05% | -3.6% |
| Q1 2020 | $507,103 | -25.6% | 10,981 | +3.9% | 0.06% | -5.2% |
| Q4 2019 | $681,976 | +17.4% | 10,570 | +8.4% | 0.06% | +3.6% |
| Q3 2019 | $580,943 | +4.1% | 9,749 | -82.4% | 0.06% | +9.8% |
| Q2 2019 | $558,086 | +15.7% | 55,531 | +587.3% | 0.05% | -3.8% |
| Q1 2019 | $482,316 | +8.3% | 8,079 | -2.2% | 0.05% | -8.6% |
| Q4 2018 | $445,437 | -24.3% | 8,258 | -5.3% | 0.06% | -13.4% |
| Q3 2018 | $588,465 | – | 8,718 | – | 0.07% | – |
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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, LLC | 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% |