SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 312 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,115,243 | -62.7% | 24,636 | -62.2% | 1.06% | -63.5% |
| Q1 2024 | $5,678,064 | -29.8% | 65,093 | -32.7% | 2.90% | -36.6% |
| Q4 2023 | $8,084,353 | +13.2% | 96,668 | -0.9% | 4.57% | -1.0% |
| Q3 2023 | $7,143,836 | -3.8% | 97,500 | +1.0% | 4.62% | -10.9% |
| Q2 2023 | $7,428,342 | +2.1% | 96,522 | -2.2% | 5.18% | +2.6% |
| Q1 2023 | $7,275,647 | -2.5% | 98,652 | -4.5% | 5.05% | -9.3% |
| Q4 2022 | $7,463,000 | +62.5% | 103,312 | +53.2% | 5.57% | +28.1% |
| Q3 2022 | $4,592,000 | +7.4% | 67,415 | +11.1% | 4.35% | -2.6% |
| Q2 2022 | $4,276,000 | +159.9% | 60,657 | +209.2% | 4.47% | +157.6% |
| Q1 2021 | $1,645,000 | – | 19,618 | – | 1.73% | – |
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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% |