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 | $582,472 | -10.5% | 7,950 | -6.0% | 0.26% | -17.2% |
| Q2 2023 | $651,082 | +4.4% | 8,460 | +0.1% | 0.32% | -0.9% |
| Q1 2023 | $623,391 | +2.2% | 8,453 | +0.1% | 0.32% | +0.3% |
| Q4 2022 | $609,942 | +6.3% | 8,443 | +0.2% | 0.32% | +2.2% |
| Q3 2022 | $574,000 | -3.4% | 8,430 | +0.1% | 0.32% | +6.4% |
| Q2 2022 | $594,000 | -15.7% | 8,420 | +0.1% | 0.30% | +1.7% |
| Q1 2022 | $705,000 | -9.6% | 8,410 | +0.1% | 0.29% | -15.7% |
| Q4 2021 | $780,000 | +6.6% | 8,405 | +0.1% | 0.34% | -12.2% |
| Q3 2021 | $732,000 | +21.6% | 8,397 | +23.9% | 0.39% | +20.9% |
| Q2 2021 | $602,000 | +6.4% | 6,776 | +2.8% | 0.32% | -16.2% |
| Q1 2021 | $566,000 | – | 6,594 | – | 0.39% | – |
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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% |