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 | $350,550 | -3.2% | 4,784 | +1.7% | 0.15% | -2.6% |
| Q2 2023 | $361,969 | +23.3% | 4,703 | +18.2% | 0.16% | +6.9% |
| Q1 2023 | $293,547 | +15.2% | 3,980 | +12.9% | 0.14% | +2.1% |
| Q4 2022 | $254,738 | +16.9% | 3,526 | +10.1% | 0.14% | -1.4% |
| Q3 2022 | $218,000 | -21.6% | 3,202 | -18.8% | 0.14% | -23.0% |
| Q2 2022 | $278,000 | -8.9% | 3,945 | +20.0% | 0.19% | -2.6% |
| Q4 2021 | $305,000 | – | 3,287 | – | 0.19% | – |
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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% |