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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,129 | -4.8% | 8,641 | +0.0% | 0.05% | 0.0% |
| Q2 2023 | $664,829 | +8.7% | 8,639 | +4.1% | 0.05% | +6.8% |
| Q1 2023 | $611,867 | +17.2% | 8,296 | +14.8% | 0.04% | +10.0% |
| Q4 2022 | $521,899 | +9.9% | 7,224 | +3.6% | 0.04% | 0.0% |
| Q3 2022 | $475,000 | -15.2% | 6,972 | -12.3% | 0.04% | -11.1% |
| Q2 2022 | $560,000 | -15.4% | 7,949 | +0.7% | 0.04% | +2.3% |
| Q1 2022 | $662,000 | -47.9% | 7,893 | -42.3% | 0.04% | -47.0% |
| Q4 2021 | $1,270,000 | +7.1% | 13,679 | +2.4% | 0.08% | -10.8% |
| Q2 2021 | $1,186,000 | -5.0% | 13,355 | -8.1% | 0.09% | -22.5% |
| Q1 2021 | $1,248,000 | +231.0% | 14,535 | +194.5% | 0.12% | +207.7% |
| Q4 2020 | $377,000 | -72.7% | 4,935 | -78.9% | 0.04% | -63.2% |
| Q3 2020 | $1,381,000 | – | 23,388 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
| Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
| DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
| AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
| Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
| ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
| Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
| NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
| KWB Wealth | 213,561 | $15,427,632 | 2.85% |