SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,103 | +5.4% | 3,296 | -0.9% | 0.00% | – |
| Q3 2022 | $226,000 | -11.0% | 3,327 | -7.6% | 0.00% | – |
| Q2 2022 | $254,000 | -29.1% | 3,602 | -15.6% | 0.00% | – |
| Q1 2022 | $358,000 | -9.1% | 4,267 | +0.6% | 0.00% | – |
| Q4 2021 | $394,000 | +6.2% | 4,241 | -0.4% | 0.00% | – |
| Q3 2021 | $371,000 | -1.9% | 4,259 | 0.0% | 0.00% | – |
| Q2 2021 | $378,000 | +15.6% | 4,259 | +11.8% | 0.00% | – |
| Q1 2021 | $327,000 | +20.2% | 3,809 | +7.1% | 0.00% | – |
| Q4 2020 | $272,000 | +30.1% | 3,558 | +0.5% | 0.00% | – |
| Q3 2020 | $209,000 | +2.5% | 3,540 | -1.3% | 0.00% | – |
| Q2 2020 | $204,000 | -7.7% | 3,587 | -25.0% | 0.00% | – |
| Q1 2020 | $221,000 | -34.0% | 4,783 | -7.9% | 0.00% | – |
| Q4 2019 | $335,000 | +3.7% | 5,192 | -4.3% | 0.00% | – |
| Q3 2019 | $323,000 | -4.4% | 5,424 | -2.3% | 0.00% | – |
| Q2 2019 | $338,000 | -6.6% | 5,552 | -8.6% | 0.00% | – |
| Q1 2019 | $362,000 | -16.2% | 6,072 | -24.2% | 0.00% | – |
| Q4 2018 | $432,000 | -50.1% | 8,012 | -37.5% | 0.00% | – |
| Q3 2018 | $865,000 | -7.7% | 12,812 | -13.5% | 0.00% | – |
| Q2 2018 | $937,000 | +1.8% | 14,820 | +274.5% | 0.00% | – |
| Q1 2018 | $920,000 | -14.3% | 3,957 | -16.2% | 0.00% | – |
| Q4 2017 | $1,074,000 | +10.6% | 4,722 | +10.8% | 0.00% | – |
| Q3 2017 | $971,000 | +3.3% | 4,263 | -2.0% | 0.00% | – |
| Q2 2017 | $940,000 | -1.4% | 4,348 | -3.0% | 0.00% | – |
| Q1 2017 | $953,000 | +20.5% | 4,484 | +17.9% | 0.00% | – |
| Q4 2016 | $791,000 | -16.4% | 3,803 | -23.2% | 0.00% | – |
| Q3 2016 | $946,000 | +0.6% | 4,949 | -6.1% | 0.00% | – |
| Q2 2016 | $940,000 | – | 5,268 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 98,075 | $7,185,891 | 7.70% |
| Kades & Cheifetz LLC | 102,739 | $7,527,695 | 5.96% |
| Strategic Advocates LLC | 137,946 | $10,107,329 | 4.76% |
| DENVER WEALTH MANAGEMENT, INC. | 97,500 | $7,143,836 | 4.62% |
| AIRE ADVISORS, LLC | 226,315 | $16,582,189 | 4.44% |
| Rodgers & Associates, LTD | 384,851 | $28,198,050 | 4.26% |
| ERTS Wealth Advisors, LLC | 208,932 | $15,308,423 | 3.69% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 124,230 | $9,102,350 | 3.19% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 60,795 | $4,454,515 | 3.00% |
| Financial Planning & Information Services, Inc. | 209,041 | $15,316,441 | 2.85% |