SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 125 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $731,000 | +2.1% | 12,000 | 0.0% | 0.10% | -8.7% |
| Q1 2019 | $716,000 | +10.7% | 12,000 | 0.0% | 0.10% | -5.5% |
| Q4 2018 | $647,000 | -20.1% | 12,000 | 0.0% | 0.11% | -23.6% |
| Q3 2018 | $810,000 | +6.9% | 12,000 | 0.0% | 0.14% | +1.4% |
| Q2 2018 | $758,000 | +8.6% | 12,000 | +300.0% | 0.14% | +2.9% |
| Q1 2018 | $698,000 | +2.3% | 3,000 | 0.0% | 0.14% | -5.5% |
| Q4 2017 | $682,000 | -0.3% | 3,000 | 0.0% | 0.15% | -7.6% |
| Q3 2017 | $684,000 | +5.4% | 3,000 | 0.0% | 0.16% | 0.0% |
| Q2 2017 | $649,000 | +1.7% | 3,000 | 0.0% | 0.16% | -0.6% |
| Q1 2017 | $638,000 | – | 3,000 | – | 0.16% | – |
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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% |