SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 195 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $918,000 | -15.7% | 19,877 | +17.7% | 0.04% | +5.4% |
| Q4 2019 | $1,089,000 | +33.5% | 16,884 | +23.1% | 0.04% | +27.6% |
| Q3 2019 | $816,000 | +68.6% | 13,711 | +72.7% | 0.03% | +70.6% |
| Q2 2019 | $484,000 | +87.6% | 7,938 | +82.7% | 0.02% | +88.9% |
| Q1 2019 | $258,000 | -19.6% | 4,345 | -7.2% | 0.01% | -18.2% |
| Q3 2018 | $321,000 | +9.9% | 4,682 | +2.6% | 0.01% | 0.0% |
| Q2 2018 | $292,000 | +82.5% | 4,564 | +551.1% | 0.01% | +83.3% |
| Q4 2017 | $160,000 | -49.2% | 701 | -61.6% | 0.01% | -62.5% |
| Q4 2015 | $315,000 | – | 1,827 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |