SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,469 | -3.7% | 15,538 | +1.2% | 0.09% | -2.2% |
| Q2 2023 | $1,181,874 | +6.9% | 15,357 | +2.4% | 0.09% | +4.7% |
| Q1 2023 | $1,105,586 | +5.7% | 14,991 | +3.6% | 0.09% | +1.2% |
| Q4 2022 | $1,045,601 | +4.5% | 14,474 | -1.5% | 0.08% | -10.5% |
| Q3 2022 | $1,001,000 | +5.7% | 14,695 | +9.4% | 0.10% | +18.8% |
| Q2 2022 | $947,000 | -0.3% | 13,429 | +18.6% | 0.08% | +14.3% |
| Q1 2022 | $950,000 | -37.7% | 11,327 | -31.0% | 0.07% | -19.5% |
| Q4 2021 | $1,525,000 | +6.9% | 16,426 | +0.3% | 0.09% | 0.0% |
| Q3 2021 | $1,426,000 | -9.6% | 16,371 | -7.9% | 0.09% | -12.1% |
| Q2 2021 | $1,577,000 | +24.5% | 17,769 | +20.4% | 0.10% | +11.2% |
| Q1 2021 | $1,267,000 | +11.7% | 14,756 | -0.6% | 0.09% | +4.7% |
| Q4 2020 | $1,134,000 | +46.7% | 14,849 | +13.4% | 0.08% | +26.9% |
| Q3 2020 | $773,000 | +9.6% | 13,091 | +5.4% | 0.07% | -1.5% |
| Q2 2020 | $705,000 | +30.6% | 12,417 | +6.2% | 0.07% | +13.3% |
| Q1 2020 | $540,000 | +250.6% | 11,696 | +389.6% | 0.06% | +300.0% |
| Q4 2019 | $154,000 | +75.0% | 2,389 | +61.0% | 0.02% | -31.8% |
| Q3 2019 | $88,000 | -76.6% | 1,484 | -76.0% | 0.02% | -42.1% |
| Q2 2019 | $376,000 | -3.8% | 6,175 | -5.8% | 0.04% | -5.0% |
| Q1 2019 | $391,000 | -79.1% | 6,557 | -81.1% | 0.04% | -82.1% |
| Q4 2018 | $1,870,000 | +1372.4% | 34,671 | +1745.2% | 0.22% | +519.4% |
| Q3 2018 | $127,000 | – | 1,879 | – | 0.04% | – |
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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% |