SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 101 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $885 | -74.5% | 12 | -75.0% | 0.00% | – |
| Q4 2022 | $3,469 | +15.6% | 48 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 48 | -15.8% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 57 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +66.7% | 57 | +96.6% | 0.00% | – |
| Q3 2021 | $3,000 | -87.0% | 29 | -88.9% | 0.00% | – |
| Q2 2021 | $23,000 | +9.5% | 261 | +5.7% | 0.00% | – |
| Q1 2021 | $21,000 | -12.5% | 247 | -20.1% | 0.00% | – |
| Q4 2020 | $24,000 | +33.3% | 309 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | +200.0% | 309 | +200.0% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 103 | -16.3% | 0.00% | – |
| Q1 2020 | $6,000 | -25.0% | 123 | -1.6% | 0.00% | – |
| Q4 2019 | $8,000 | +300.0% | 125 | +212.5% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | -80.0% | 40 | -77.5% | 0.00% | – |
| Q4 2018 | $10,000 | -16.7% | 178 | 0.0% | 0.00% | – |
| Q3 2018 | $12,000 | -33.3% | 178 | -38.2% | 0.00% | – |
| Q2 2018 | $18,000 | +5.9% | 288 | +300.0% | 0.00% | – |
| Q1 2018 | $17,000 | -15.0% | 72 | -16.3% | 0.00% | – |
| Q4 2017 | $20,000 | 0.0% | 86 | -3.4% | 0.00% | – |
| Q3 2017 | $20,000 | +17.6% | 89 | +12.7% | 0.00% | – |
| Q2 2017 | $17,000 | -15.0% | 79 | -15.1% | 0.00% | – |
| Q1 2017 | $20,000 | +53.8% | 93 | +47.6% | 0.00% | – |
| Q4 2016 | $13,000 | -23.5% | 63 | -30.0% | 0.00% | – |
| Q3 2016 | $17,000 | -10.5% | 90 | -17.4% | 0.00% | – |
| Q2 2016 | $19,000 | +46.2% | 109 | +43.4% | 0.00% | – |
| Q1 2016 | $13,000 | -23.5% | 76 | -20.8% | 0.00% | – |
| Q4 2015 | $17,000 | – | 96 | – | 0.00% | – |
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% |