SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 247 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $54,000 | +3.8% | 920 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $52,000 | +23.8% | 920 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $42,000 | +13.5% | 920 | +47.2% | 0.01% | +7.7% |
| Q3 2019 | $37,000 | -61.1% | 625 | -59.9% | 0.01% | -50.0% |
| Q2 2019 | $95,000 | +2.2% | 1,557 | 0.0% | 0.03% | -7.1% |
| Q1 2019 | $93,000 | +9.4% | 1,557 | -1.8% | 0.03% | -6.7% |
| Q4 2018 | $85,000 | -99.6% | 1,585 | -99.4% | 0.03% | -99.5% |
| Q3 2018 | $19,206,000 | +155.5% | 284,531 | +139.2% | 6.08% | +132.4% |
| Q2 2018 | $7,517,000 | – | 118,945 | – | 2.61% | – |
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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% |