SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 355 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,653,234 | -1.4% | 19,255 | +0.1% | 1.56% | -3.8% |
| Q1 2024 | $1,677,433 | -11.5% | 19,230 | -25.7% | 1.62% | +5.0% |
| Q4 2023 | $1,895,571 | 0.0% | 25,871 | 0.0% | 1.54% | -16.3% |
| Q3 2023 | $1,895,571 | +28.9% | 25,871 | +35.4% | 1.84% | +14.1% |
| Q2 2023 | $1,470,629 | -24.0% | 19,109 | -27.1% | 1.62% | -12.5% |
| Q1 2023 | $1,934,300 | +2.5% | 26,228 | +0.4% | 1.85% | -4.4% |
| Q4 2022 | $1,887,869 | +11.7% | 26,133 | +5.3% | 1.93% | -1.7% |
| Q3 2022 | $1,690,000 | -6.8% | 24,810 | -3.5% | 1.97% | +0.2% |
| Q2 2022 | $1,813,000 | -8.0% | 25,721 | +9.5% | 1.96% | +1.8% |
| Q1 2022 | $1,970,000 | -2.8% | 23,500 | +7.7% | 1.93% | +0.1% |
| Q4 2021 | $2,026,000 | – | 21,826 | – | 1.93% | – |
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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% |