SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 339 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,320,269 | -1.4% | 15,377 | +0.1% | 1.20% | +4.1% |
| Q1 2024 | $1,339,417 | +3.6% | 15,355 | -0.6% | 1.15% | -3.6% |
| Q4 2023 | $1,292,419 | +14.5% | 15,454 | +0.3% | 1.19% | +0.1% |
| Q3 2023 | $1,128,431 | -4.8% | 15,401 | +0.0% | 1.19% | +1.7% |
| Q2 2023 | $1,184,722 | +3.0% | 15,394 | -1.3% | 1.17% | -1.8% |
| Q1 2023 | $1,150,058 | +4.1% | 15,594 | +1.9% | 1.19% | 0.0% |
| Q4 2022 | $1,105,200 | +7.2% | 15,299 | +1.1% | 1.19% | -70.6% |
| Q3 2022 | $1,031,000 | -3.1% | 15,127 | +0.2% | 4.05% | +239.2% |
| Q2 2022 | $1,064,000 | -14.6% | 15,095 | +1.2% | 1.19% | +5.3% |
| Q1 2022 | $1,246,000 | -9.2% | 14,912 | +0.8% | 1.13% | -2.2% |
| Q4 2021 | $1,373,000 | – | 14,798 | – | 1.16% | – |
Download | ||||||
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% |