SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 235 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,045 | -13.2% | 4,873 | -8.9% | 0.05% | -9.6% |
| Q2 2023 | $411,505 | -48.0% | 5,347 | -50.1% | 0.05% | -51.9% |
| Q1 2023 | $790,600 | +92367.8% | 10,720 | -9.4% | 0.11% | -15.0% |
| Q4 2022 | $855 | -99.8% | 11,830 | +54.5% | 0.13% | +49.4% |
| Q3 2022 | $522,000 | +19.7% | 7,658 | +23.7% | 0.08% | +25.0% |
| Q2 2022 | $436,000 | +112.7% | 6,191 | +180.9% | 0.07% | +142.9% |
| Q4 2021 | $205,000 | -11.3% | 2,204 | -43.1% | 0.03% | -41.7% |
| Q1 2019 | $231,000 | +2787.5% | 3,871 | +6938.2% | 0.05% | +1100.0% |
| Q2 2013 | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $8,000 | – | 55 | – | 0.00% | – |
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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, LLC | 76,954 | $6,606,000 | 2.72% |