SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 108 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $7,766,000 | +14.3% | 34,079 | +8.4% | 0.05% | +7.0% |
| Q2 2017 | $6,797,000 | -2.4% | 31,425 | -4.0% | 0.04% | -8.5% |
| Q1 2017 | $6,962,000 | +1.5% | 32,731 | -0.7% | 0.05% | -7.8% |
| Q4 2016 | $6,861,000 | +49.6% | 32,974 | +37.5% | 0.05% | +41.7% |
| Q3 2016 | $4,585,000 | +6.8% | 23,986 | -0.3% | 0.04% | 0.0% |
| Q2 2016 | $4,293,000 | +0.8% | 24,068 | -2.4% | 0.04% | -5.3% |
| Q1 2016 | $4,260,000 | +7.1% | 24,650 | +6.9% | 0.04% | 0.0% |
| Q4 2015 | $3,978,000 | +7.5% | 23,062 | +8.6% | 0.04% | -2.6% |
| Q3 2015 | $3,701,000 | -6.0% | 21,235 | +2.5% | 0.04% | 0.0% |
| Q2 2015 | $3,939,000 | +140.8% | 20,710 | +138.8% | 0.04% | +129.4% |
| Q1 2015 | $1,636,000 | +23.6% | 8,673 | +16.6% | 0.02% | +13.3% |
| Q4 2014 | $1,324,000 | +5.3% | 7,440 | +0.7% | 0.02% | 0.0% |
| Q3 2014 | $1,257,000 | -0.4% | 7,388 | +6.1% | 0.02% | 0.0% |
| Q2 2014 | $1,262,000 | +29.8% | 6,965 | +28.2% | 0.02% | +15.4% |
| Q1 2014 | $972,000 | +9.7% | 5,435 | +9.8% | 0.01% | 0.0% |
| Q4 2013 | $886,000 | +52.8% | 4,949 | +38.9% | 0.01% | +44.4% |
| Q3 2013 | $580,000 | +5.5% | 3,562 | -5.5% | 0.01% | -10.0% |
| Q2 2013 | $550,000 | – | 3,769 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |