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 | $490 | -4.9% | 6,695 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $515 | +4.3% | 6,695 | -0.2% | 0.03% | +8.3% |
| Q1 2023 | $494 | +8.3% | 6,707 | +0.1% | 0.02% | -14.3% |
| Q4 2022 | $456 | -99.9% | 6,697 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $456,000 | -3.4% | 6,697 | +0.0% | 0.03% | +7.7% |
| Q2 2022 | $472,000 | -15.9% | 6,696 | +0.0% | 0.03% | -10.3% |
| Q1 2022 | $561,000 | -9.7% | 6,695 | 0.0% | 0.03% | -6.5% |
| Q4 2021 | $621,000 | -1.6% | 6,695 | -7.7% | 0.03% | -16.2% |
| Q3 2021 | $631,000 | -5.5% | 7,253 | -3.8% | 0.04% | -14.0% |
| Q2 2021 | $668,000 | +3.4% | 7,536 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $646,000 | +12.3% | 7,536 | 0.0% | 0.04% | +4.7% |
| Q4 2020 | $575,000 | +29.5% | 7,536 | 0.0% | 0.04% | +13.2% |
| Q3 2020 | $444,000 | +4.0% | 7,536 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $427,000 | – | 7,536 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
| Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
| DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
| AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
| Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
| ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
| Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
| NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
| KWB Wealth | 213,561 | $15,427,632 | 2.85% |