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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,656 | -31.4% | 3,192 | -34.3% | 0.01% | -41.7% |
| Q1 2023 | $358,056 | -14.2% | 4,855 | -15.9% | 0.01% | -20.0% |
| Q4 2022 | $417,258 | -2.3% | 5,776 | -7.9% | 0.02% | -11.8% |
| Q3 2022 | $427,000 | -18.0% | 6,269 | -15.2% | 0.02% | -10.5% |
| Q2 2022 | $521,000 | -27.1% | 7,389 | -13.4% | 0.02% | -17.4% |
| Q1 2022 | $715,000 | -12.1% | 8,531 | -2.5% | 0.02% | -8.0% |
| Q4 2021 | $813,000 | +3.3% | 8,754 | -3.1% | 0.02% | -7.4% |
| Q3 2021 | $787,000 | -5.1% | 9,035 | -3.2% | 0.03% | -6.9% |
| Q2 2021 | $829,000 | +2.7% | 9,337 | -0.6% | 0.03% | -17.1% |
| Q1 2021 | $807,000 | -45.3% | 9,395 | -51.4% | 0.04% | 0.0% |
| Q4 2020 | $1,476,000 | +153.6% | 19,326 | +96.0% | 0.04% | +9.4% |
| Q3 2020 | $582,000 | -54.1% | 9,859 | -55.9% | 0.03% | -15.8% |
| Q2 2020 | $1,268,000 | +22.9% | 22,342 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $1,032,000 | +16.7% | 22,342 | +63.0% | 0.04% | -27.8% |
| Q4 2019 | $884,000 | +8.2% | 13,706 | 0.0% | 0.05% | -6.9% |
| Q3 2019 | $817,000 | – | 13,706 | – | 0.06% | – |
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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% |