SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 421 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $121,086 | +38.8% | 1,410 | +41.0% | 0.04% | +33.3% |
| Q1 2024 | $87,230 | +4.3% | 1,000 | 0.0% | 0.03% | -2.9% |
| Q4 2023 | $83,630 | +14.1% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $73,270 | -4.8% | 1,000 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $76,960 | +6.5% | 1,000 | 0.0% | 0.04% | -2.8% |
| Q4 2022 | $72,240 | – | 1,000 | – | 0.04% | – |
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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% |