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 | $1,791,433 | -14.9% | 24,450 | -10.6% | 0.01% | +9.1% |
| Q2 2023 | $2,103,913 | -4.4% | 27,338 | -8.4% | 0.01% | -8.3% |
| Q1 2023 | $2,200,081 | -4.3% | 29,832 | -6.2% | 0.01% | -7.7% |
| Q4 2022 | $2,298,602 | -1.6% | 31,819 | -7.2% | 0.01% | -7.1% |
| Q3 2022 | $2,336,000 | -15.9% | 34,287 | -13.0% | 0.01% | -6.7% |
| Q2 2022 | $2,777,000 | -2.2% | 39,394 | +16.3% | 0.02% | +7.1% |
| Q1 2022 | $2,840,000 | -10.2% | 33,879 | -0.6% | 0.01% | -6.7% |
| Q4 2021 | $3,164,000 | +4.3% | 34,086 | -2.1% | 0.02% | 0.0% |
| Q3 2021 | $3,033,000 | -11.3% | 34,816 | -9.6% | 0.02% | -11.8% |
| Q2 2021 | $3,418,000 | +3.3% | 38,499 | -0.1% | 0.02% | -5.6% |
| Q1 2021 | $3,309,000 | +4.4% | 38,544 | -7.1% | 0.02% | -5.3% |
| Q4 2020 | $3,170,000 | +40.0% | 41,508 | +8.2% | 0.02% | +26.7% |
| Q3 2020 | $2,264,000 | -10.5% | 38,350 | -13.9% | 0.02% | -16.7% |
| Q2 2020 | $2,530,000 | +18.3% | 44,563 | -3.7% | 0.02% | 0.0% |
| Q1 2020 | $2,138,000 | -27.7% | 46,297 | +1.0% | 0.02% | -5.3% |
| Q4 2019 | $2,959,000 | +22.4% | 45,854 | +13.1% | 0.02% | +11.8% |
| Q3 2019 | $2,417,000 | +16.4% | 40,560 | +19.0% | 0.02% | +21.4% |
| Q2 2019 | $2,076,000 | +8.1% | 34,077 | +6.0% | 0.01% | +7.7% |
| Q1 2019 | $1,920,000 | +18.7% | 32,161 | +7.2% | 0.01% | 0.0% |
| Q4 2018 | $1,618,000 | -17.6% | 29,999 | +3.1% | 0.01% | -7.1% |
| Q3 2018 | $1,963,000 | -2.6% | 29,088 | -8.8% | 0.01% | -6.7% |
| Q2 2018 | $2,016,000 | +12.9% | 31,904 | +315.7% | 0.02% | +7.1% |
| Q1 2018 | $1,785,000 | +608.3% | 7,674 | +442.7% | 0.01% | +366.7% |
| Q2 2016 | $252,000 | -44.6% | 1,414 | -46.3% | 0.00% | -40.0% |
| Q1 2016 | $455,000 | -55.5% | 2,634 | -55.5% | 0.01% | -58.3% |
| Q4 2015 | $1,022,000 | -54.7% | 5,924 | -54.2% | 0.01% | -55.6% |
| Q3 2015 | $2,254,000 | -10.1% | 12,932 | -1.9% | 0.03% | -6.9% |
| Q2 2015 | $2,507,000 | – | 13,179 | – | 0.03% | – |
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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% |