SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 356 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,005 | -4.8% | 6,360 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $489,696 | +4.8% | 6,363 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $467,059 | -18.0% | 6,333 | -19.7% | 0.00% | 0.0% |
| Q4 2022 | $569,476 | +2.1% | 7,883 | -3.7% | 0.00% | 0.0% |
| Q3 2022 | $558,000 | -21.1% | 8,189 | -18.4% | 0.00% | 0.0% |
| Q2 2022 | $707,000 | -13.6% | 10,033 | +2.9% | 0.00% | 0.0% |
| Q1 2022 | $818,000 | -67.7% | 9,754 | -64.3% | 0.00% | -75.0% |
| Q4 2021 | $2,533,000 | +4.9% | 27,290 | -1.5% | 0.00% | -20.0% |
| Q3 2021 | $2,414,000 | +164.1% | 27,708 | +168.9% | 0.01% | +150.0% |
| Q2 2021 | $914,000 | +7.8% | 10,303 | +4.4% | 0.00% | 0.0% |
| Q1 2021 | $848,000 | +6.5% | 9,873 | -5.2% | 0.00% | 0.0% |
| Q4 2020 | $796,000 | +28.8% | 10,418 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $618,000 | +4.0% | 10,474 | +0.0% | 0.00% | 0.0% |
| Q2 2020 | $594,000 | +10.6% | 10,469 | -10.1% | 0.00% | 0.0% |
| Q1 2020 | $537,000 | -0.6% | 11,639 | +39.1% | 0.00% | +100.0% |
| Q4 2019 | $540,000 | +17.9% | 8,366 | +8.9% | 0.00% | 0.0% |
| Q3 2019 | $458,000 | +1.8% | 7,685 | +4.0% | 0.00% | 0.0% |
| Q2 2019 | $450,000 | +8.7% | 7,390 | +6.7% | 0.00% | 0.0% |
| Q1 2019 | $414,000 | +35.7% | 6,925 | +22.4% | 0.00% | 0.0% |
| Q4 2018 | $305,000 | +94.3% | 5,657 | +143.0% | 0.00% | – |
| Q3 2018 | $157,000 | +78.4% | 2,328 | +68.1% | 0.00% | – |
| Q2 2018 | $88,000 | +12.8% | 1,385 | +313.4% | 0.00% | – |
| Q1 2018 | $78,000 | +8.3% | 335 | +5.7% | 0.00% | – |
| Q4 2017 | $72,000 | -13.3% | 317 | -12.2% | 0.00% | – |
| Q3 2017 | $83,000 | -86.4% | 361 | -87.2% | 0.00% | -100.0% |
| Q2 2017 | $612,000 | +21.2% | 2,830 | +19.1% | 0.00% | 0.0% |
| Q1 2017 | $505,000 | +61.3% | 2,376 | +58.3% | 0.00% | +100.0% |
| Q4 2016 | $313,000 | +552.1% | 1,501 | +490.9% | 0.00% | – |
| Q3 2016 | $48,000 | – | 254 | – | 0.00% | – |
| Q2 2016 | $0 | – | 0 | – | 0.00% | – |
| Q1 2016 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
| Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
| DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
| AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
| Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
| ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
| Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
| NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
| KWB Wealth | 213,561 | $15,427,632 | 2.85% |