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 | $374,907 | -4.6% | 5,117 | +0.2% | 0.00% | – |
| Q2 2023 | $393,095 | -49.8% | 5,108 | -51.9% | 0.00% | – |
| Q1 2023 | $782,456 | +165.1% | 10,610 | +159.7% | 0.00% | – |
| Q4 2022 | $295,191 | +5.4% | 4,086 | -0.6% | 0.00% | – |
| Q3 2022 | $280,000 | -2.4% | 4,112 | +0.9% | 0.00% | – |
| Q2 2022 | $287,000 | +64.9% | 4,074 | +96.2% | 0.00% | – |
| Q1 2022 | $174,000 | +46.2% | 2,076 | +61.9% | 0.00% | – |
| Q4 2021 | $119,000 | -0.8% | 1,282 | -6.8% | 0.00% | – |
| Q3 2021 | $120,000 | +0.8% | 1,376 | +2.2% | 0.00% | – |
| Q2 2021 | $119,000 | -7.0% | 1,347 | -9.6% | 0.00% | – |
| Q1 2021 | $128,000 | +6.7% | 1,490 | -5.0% | 0.00% | – |
| Q4 2020 | $120,000 | +135.3% | 1,568 | +82.5% | 0.00% | – |
| Q3 2020 | $51,000 | +10.9% | 859 | +6.0% | 0.00% | – |
| Q2 2020 | $46,000 | -16.4% | 810 | -32.7% | 0.00% | – |
| Q1 2020 | $55,000 | -53.0% | 1,203 | -33.9% | 0.00% | – |
| Q4 2019 | $117,000 | 0.0% | 1,819 | -7.9% | 0.00% | – |
| Q3 2019 | $117,000 | -1.7% | 1,975 | +0.8% | 0.00% | – |
| Q2 2019 | $119,000 | +32.2% | 1,959 | +29.5% | 0.00% | – |
| Q1 2019 | $90,000 | -18.2% | 1,513 | -25.5% | 0.00% | – |
| Q4 2018 | $110,000 | +107.5% | 2,032 | +155.9% | 0.00% | – |
| Q3 2018 | $53,000 | – | 794 | – | 0.00% | – |
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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% |