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 | $221,114 | +20.4% | 3,018 | +26.5% | 0.00% | – |
| Q2 2023 | $183,662 | -2.3% | 2,386 | -6.4% | 0.00% | – |
| Q1 2023 | $187,922 | +78.0% | 2,548 | +74.3% | 0.00% | – |
| Q4 2022 | $105,603 | -2.2% | 1,462 | -8.3% | 0.00% | – |
| Q3 2022 | $108,000 | +2.9% | 1,595 | +7.6% | 0.00% | – |
| Q2 2022 | $105,000 | -15.3% | 1,482 | +0.1% | 0.00% | – |
| Q1 2022 | $124,000 | -9.5% | 1,480 | +0.9% | 0.00% | – |
| Q4 2021 | $137,000 | 0.0% | 1,467 | -6.7% | 0.00% | – |
| Q3 2021 | $137,000 | -0.7% | 1,572 | +1.2% | 0.00% | – |
| Q2 2021 | $138,000 | +15.0% | 1,554 | +11.6% | 0.00% | – |
| Q1 2021 | $120,000 | +16.5% | 1,393 | +2.7% | 0.00% | – |
| Q4 2020 | $103,000 | +27.2% | 1,357 | -1.5% | 0.00% | – |
| Q3 2020 | $81,000 | -9.0% | 1,377 | -12.3% | 0.00% | – |
| Q2 2020 | $89,000 | -42.9% | 1,570 | -53.6% | 0.00% | – |
| Q1 2020 | $156,000 | -23.2% | 3,386 | +7.7% | 0.00% | – |
| Q4 2019 | $203,000 | -9.0% | 3,144 | -16.0% | 0.00% | – |
| Q3 2019 | $223,000 | -32.6% | 3,745 | -31.0% | 0.00% | – |
| Q2 2019 | $331,000 | +147.0% | 5,430 | +142.6% | 0.00% | – |
| Q1 2019 | $134,000 | +18.6% | 2,238 | +7.2% | 0.00% | – |
| Q4 2018 | $113,000 | -5.8% | 2,088 | +17.5% | 0.00% | – |
| Q3 2018 | $120,000 | -1.6% | 1,777 | -8.0% | 0.00% | – |
| Q2 2018 | $122,000 | -39.6% | 1,931 | +122.5% | 0.00% | – |
| Q1 2018 | $202,000 | +2.5% | 868 | 0.0% | 0.00% | – |
| Q4 2017 | $197,000 | -2.5% | 868 | -2.0% | 0.00% | – |
| Q3 2017 | $202,000 | +10.4% | 886 | +4.9% | 0.00% | – |
| Q2 2017 | $183,000 | -9.4% | 845 | -11.1% | 0.00% | – |
| Q1 2017 | $202,000 | +149.4% | 950 | +146.1% | 0.00% | – |
| Q4 2016 | $81,000 | +35.0% | 386 | +22.9% | 0.00% | – |
| Q3 2016 | $60,000 | +30.4% | 314 | +20.3% | 0.00% | – |
| Q2 2016 | $46,000 | -8.0% | 261 | -9.1% | 0.00% | – |
| Q1 2016 | $50,000 | +8.7% | 287 | +7.1% | 0.00% | – |
| Q4 2015 | $46,000 | +2.2% | 268 | +3.5% | 0.00% | – |
| Q3 2015 | $45,000 | +32.4% | 259 | +45.5% | 0.00% | – |
| Q2 2015 | $34,000 | -42.4% | 178 | -43.3% | 0.00% | – |
| Q1 2015 | $59,000 | – | 314 | – | 0.00% | – |
Download | ||||||
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% |