SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 246 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |