SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 242 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $47,000 | +17.5% | 616 | 0.0% | 0.02% | +20.0% |
| Q4 2019 | $40,000 | +8.1% | 616 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $37,000 | +12.1% | 616 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $33,000 | -21.4% | 616 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $42,000 | +7.7% | 616 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 616 | +300.0% | 0.02% | +5.3% |
| Q1 2018 | $36,000 | +2.9% | 154 | 0.0% | 0.02% | +5.6% |
| Q4 2017 | $35,000 | 0.0% | 154 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $35,000 | +6.1% | 154 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $33,000 | 0.0% | 154 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $33,000 | +3.1% | 154 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $32,000 | +10.3% | 154 | 0.0% | 0.02% | +5.6% |
| Q3 2016 | $29,000 | – | 154 | – | 0.02% | – |
Download | ||||||
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% |