SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | +6.4% | 2,327 | 0.0% | 0.04% | -31.7% |
| Q3 2021 | $202,000 | -63.0% | 2,327 | -62.2% | 0.06% | -60.9% |
| Q2 2021 | $546,000 | +3.2% | 6,151 | +0.1% | 0.16% | -16.6% |
| Q1 2021 | $529,000 | +13.0% | 6,145 | +0.0% | 0.19% | +4.9% |
| Q4 2020 | $468,000 | +31.8% | 6,142 | +2.3% | 0.18% | -1.1% |
| Q3 2020 | $355,000 | +4.4% | 6,001 | +0.1% | 0.19% | -21.5% |
| Q2 2020 | $340,000 | +23.2% | 5,997 | +0.1% | 0.24% | -13.2% |
| Q1 2020 | $276,000 | -28.5% | 5,989 | +0.2% | 0.27% | -15.7% |
| Q4 2019 | $386,000 | – | 5,979 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
| ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
| Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
| NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
| FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
| Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
| KWB Wealth | 173,217 | $14,871,000 | 2.84% |
| Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 76,954 | $6,606,000 | 2.72% |