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 | $573,948 | -4.0% | 7,833 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $598,157 | +1.0% | 7,772 | -3.2% | 0.01% | -10.0% |
| Q1 2023 | $592,308 | +13.3% | 8,031 | +11.0% | 0.01% | +11.1% |
| Q4 2022 | $522,677 | -0.6% | 7,235 | -6.2% | 0.01% | -35.7% |
| Q3 2022 | $526,000 | +25.5% | 7,715 | +29.7% | 0.01% | +40.0% |
| Q2 2022 | $419,000 | -22.8% | 5,948 | -8.2% | 0.01% | -9.1% |
| Q1 2022 | $543,000 | -22.6% | 6,482 | -14.3% | 0.01% | -21.4% |
| Q4 2021 | $702,000 | +5.2% | 7,568 | -1.1% | 0.01% | +7.7% |
| Q3 2021 | $667,000 | +7.8% | 7,652 | +9.7% | 0.01% | -13.3% |
| Q2 2021 | $619,000 | +23.8% | 6,973 | +19.7% | 0.02% | +7.1% |
| Q1 2021 | $500,000 | +29.5% | 5,825 | +15.2% | 0.01% | +16.7% |
| Q4 2020 | $386,000 | +30.8% | 5,056 | +1.1% | 0.01% | +9.1% |
| Q3 2020 | $295,000 | +30.5% | 4,999 | +25.4% | 0.01% | +10.0% |
| Q2 2020 | $226,000 | -2.6% | 3,986 | +10.9% | 0.01% | 0.0% |
| Q4 2019 | $232,000 | +20.8% | 3,593 | +11.2% | 0.01% | 0.0% |
| Q1 2019 | $192,000 | -27.3% | 3,232 | -16.6% | 0.01% | -23.1% |
| Q3 2018 | $264,000 | -77.0% | 3,874 | -78.5% | 0.01% | -80.3% |
| Q2 2018 | $1,147,000 | +158.9% | 18,016 | +843.2% | 0.07% | +144.4% |
| Q1 2018 | $443,000 | -66.3% | 1,910 | -66.9% | 0.03% | -66.2% |
| Q4 2017 | $1,316,000 | -50.4% | 5,772 | -50.4% | 0.08% | -50.0% |
| Q3 2017 | $2,654,000 | +3.1% | 11,644 | -2.4% | 0.16% | -0.6% |
| Q2 2017 | $2,574,000 | +7.0% | 11,934 | +5.6% | 0.16% | 0.0% |
| Q1 2017 | $2,406,000 | +454.4% | 11,297 | +442.1% | 0.16% | +387.9% |
| Q4 2016 | $434,000 | +78.6% | 2,084 | +62.6% | 0.03% | +57.1% |
| Q2 2015 | $243,000 | -70.1% | 1,282 | -70.3% | 0.02% | -72.0% |
| Q1 2015 | $813,000 | -62.2% | 4,319 | -64.3% | 0.08% | -64.1% |
| Q4 2014 | $2,152,000 | -12.9% | 12,084 | -16.8% | 0.21% | +11.2% |
| Q3 2014 | $2,471,000 | +2.4% | 14,523 | +8.9% | 0.19% | -30.6% |
| Q2 2014 | $2,413,000 | -0.9% | 13,340 | -2.2% | 0.27% | -18.9% |
| Q1 2014 | $2,436,000 | +5.6% | 13,642 | +5.8% | 0.33% | -2.1% |
| Q4 2013 | $2,306,000 | +16.6% | 12,892 | +6.4% | 0.34% | -3.4% |
| Q3 2013 | $1,977,000 | +14.7% | 12,116 | +2.6% | 0.35% | -1.9% |
| Q2 2013 | $1,723,000 | – | 11,806 | – | 0.36% | – |
Download | ||||||
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% |