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 | $5,771 | -4.5% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,042 | +4.7% | 79 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $5,769 | +2.4% | 78 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,634 | -48.8% | 78 | -52.4% | 0.00% | -50.0% |
| Q3 2022 | $11,000 | -8.3% | 164 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 164 | +0.6% | 0.01% | -14.3% |
| Q1 2022 | $14,000 | -6.7% | 163 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 163 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 163 | +0.6% | 0.01% | -12.5% |
| Q2 2021 | $14,000 | 0.0% | 162 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $14,000 | +16.7% | 162 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $12,000 | +20.0% | 162 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 161 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $9,000 | -75.7% | 161 | -80.0% | 0.01% | -81.6% |
| Q1 2020 | $37,000 | -28.8% | 807 | +0.2% | 0.04% | -9.5% |
| Q4 2019 | $52,000 | – | 805 | – | 0.04% | – |
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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, LLC | 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% |