SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 211 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $273,000 | +8.8% | 4,225 | +0.1% | 0.02% | -5.3% |
| Q3 2019 | $251,000 | -2.0% | 4,219 | +0.2% | 0.02% | -5.0% |
| Q2 2019 | $256,000 | +2.0% | 4,210 | +0.2% | 0.02% | -4.8% |
| Q1 2019 | $251,000 | +5.9% | 4,203 | -4.2% | 0.02% | -4.5% |
| Q4 2018 | $237,000 | -19.9% | 4,388 | +0.2% | 0.02% | -24.1% |
| Q3 2018 | $296,000 | +7.2% | 4,378 | +0.1% | 0.03% | 0.0% |
| Q2 2018 | $276,000 | +91.7% | 4,373 | +479.2% | 0.03% | +20.8% |
| Q3 2016 | $144,000 | +6.7% | 755 | 0.0% | 0.02% | +4.3% |
| Q2 2016 | $135,000 | +1587.5% | 755 | +1577.8% | 0.02% | +2200.0% |
| Q1 2016 | $8,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | +14.3% | 44 | +4.8% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 42 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $8,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | -86.9% | 42 | -87.7% | 0.00% | -84.6% |
| Q4 2014 | $61,000 | +771.4% | 342 | +755.0% | 0.01% | +550.0% |
| Q3 2014 | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | +16.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 40 | – | 0.00% | – |
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% |