SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 266 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,602,483 | -3.4% | 21,871 | +1.5% | 0.27% | -0.7% |
| Q2 2023 | $1,658,877 | +6.0% | 21,555 | +1.6% | 0.27% | -3.6% |
| Q1 2023 | $1,565,270 | +5.1% | 21,224 | +2.9% | 0.28% | -2.8% |
| Q4 2022 | $1,489,315 | +5.9% | 20,616 | -0.2% | 0.29% | -3.7% |
| Q3 2022 | $1,407,000 | +1.4% | 20,658 | +5.0% | 0.30% | +0.7% |
| Q2 2022 | $1,388,000 | -10.2% | 19,682 | +6.8% | 0.30% | +1.4% |
| Q1 2022 | $1,545,000 | -7.6% | 18,434 | +2.3% | 0.29% | -9.9% |
| Q4 2021 | $1,672,000 | +9.9% | 18,019 | +3.2% | 0.32% | +3.5% |
| Q3 2021 | $1,521,000 | -2.7% | 17,456 | -0.9% | 0.31% | -11.4% |
| Q2 2021 | $1,564,000 | +1.6% | 17,617 | -1.7% | 0.35% | -6.4% |
| Q1 2021 | $1,539,000 | +8.9% | 17,925 | -3.1% | 0.38% | +5.6% |
| Q4 2020 | $1,413,000 | +29.6% | 18,499 | +0.2% | 0.36% | -9.4% |
| Q3 2020 | $1,090,000 | +5.4% | 18,464 | +1.5% | 0.39% | -1.8% |
| Q2 2020 | $1,034,000 | +26.9% | 18,199 | +3.1% | 0.40% | +5.8% |
| Q1 2020 | $815,000 | +10.1% | 17,644 | +53.9% | 0.38% | +40.5% |
| Q4 2019 | $740,000 | +45.1% | 11,466 | +34.1% | 0.27% | +35.9% |
| Q3 2019 | $510,000 | +94.7% | 8,551 | +98.9% | 0.20% | +90.4% |
| Q2 2019 | $262,000 | – | 4,299 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 98,075 | $7,185,891 | 7.70% |
| Kades & Cheifetz LLC | 102,739 | $7,527,695 | 5.96% |
| Strategic Advocates LLC | 137,946 | $10,107,329 | 4.76% |
| DENVER WEALTH MANAGEMENT, INC. | 97,500 | $7,143,836 | 4.62% |
| AIRE ADVISORS, LLC | 226,315 | $16,582,189 | 4.44% |
| Rodgers & Associates, LTD | 384,851 | $28,198,050 | 4.26% |
| ERTS Wealth Advisors, LLC | 208,932 | $15,308,423 | 3.69% |
| Shakespeare Wealth Management, LLC | 124,230 | $9,102,350 | 3.19% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 60,795 | $4,454,515 | 3.00% |
| Financial Planning & Information Services, Inc. | 209,041 | $15,316,441 | 2.85% |