SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 195 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366 | -99.9% | 5,000 | +8.7% | 0.00% | – |
| Q1 2022 | $386,000 | -74.7% | 4,600 | -73.7% | 0.00% | -100.0% |
| Q3 2021 | $1,525,000 | +28.2% | 17,500 | +30.6% | 0.00% | +100.0% |
| Q2 2021 | $1,190,000 | +10.0% | 13,400 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $1,082,000 | +49.0% | 12,600 | +32.6% | 0.00% | 0.0% |
| Q4 2020 | $726,000 | -22.1% | 9,500 | -13.6% | 0.00% | 0.0% |
| Q2 2018 | $932,000 | +185.9% | 10,993 | +685.2% | 0.00% | – |
| Q1 2018 | $326,000 | +59.0% | 1,400 | +55.6% | 0.00% | – |
| Q4 2017 | $205,000 | – | 900 | – | 0.00% | – |
Download | ||||||
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% |