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 | $7,249,271 | -2.9% | 98,939 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $7,468,527 | +9.8% | 97,044 | +5.3% | 0.01% | 0.0% |
| Q1 2023 | $6,798,914 | +8.2% | 92,189 | +5.9% | 0.01% | +9.1% |
| Q4 2022 | $6,285,912 | +140.7% | 87,014 | +127.0% | 0.01% | +120.0% |
| Q3 2022 | $2,611,000 | -11.5% | 38,336 | -8.4% | 0.01% | 0.0% |
| Q2 2022 | $2,949,000 | -15.8% | 41,837 | +0.1% | 0.01% | -16.7% |
| Q1 2022 | $3,503,000 | +1.9% | 41,791 | +12.8% | 0.01% | +20.0% |
| Q4 2021 | $3,438,000 | +9.9% | 37,043 | +3.2% | 0.01% | 0.0% |
| Q3 2021 | $3,128,000 | -9.4% | 35,910 | -7.7% | 0.01% | -16.7% |
| Q2 2021 | $3,452,000 | +2.5% | 38,892 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $3,368,000 | +5.8% | 39,241 | -5.8% | 0.01% | 0.0% |
| Q4 2020 | $3,182,000 | +20.7% | 41,675 | -6.7% | 0.01% | 0.0% |
| Q3 2020 | $2,636,000 | +5.4% | 44,654 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $2,502,000 | +16.0% | 44,072 | -5.6% | 0.01% | 0.0% |
| Q1 2020 | $2,156,000 | -30.6% | 46,691 | -3.0% | 0.01% | 0.0% |
| Q4 2019 | $3,105,000 | – | 48,123 | – | 0.01% | – |
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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% |