SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 350 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |