SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 168 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,000 | -56.0% | 166 | -61.0% | 0.00% | -62.5% |
| Q3 2019 | $25,000 | -3.8% | 426 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | +4.0% | 425 | +0.5% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | +8.7% | 423 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $23,000 | -17.9% | 422 | +0.2% | 0.01% | 0.0% |
| Q3 2018 | $28,000 | +3.7% | 421 | +0.2% | 0.01% | 0.0% |
| Q2 2018 | $27,000 | +12.5% | 420 | +300.0% | 0.01% | +14.3% |
| Q1 2018 | $24,000 | -68.0% | 105 | -73.8% | 0.01% | -70.8% |
| Q1 2015 | $75,000 | +5.6% | 400 | 0.0% | 0.02% | +4.3% |
| Q4 2014 | $71,000 | +4.4% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $68,000 | -5.6% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $72,000 | 0.0% | 400 | 0.0% | 0.02% | -14.8% |
| Q1 2014 | $72,000 | 0.0% | 400 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $72,000 | +10.8% | 400 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $65,000 | – | 400 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |