SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 256 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $436,856 | 0.0% | 5,008 | 0.0% | 0.07% | 0.0% |
| Q1 2024 | $436,856 | +5.8% | 5,008 | +1.5% | 0.07% | -2.7% |
| Q4 2023 | $412,799 | +8.9% | 4,936 | -4.6% | 0.07% | -1.4% |
| Q3 2023 | $378,992 | -6.0% | 5,173 | -1.3% | 0.07% | -1.3% |
| Q2 2023 | $403,392 | +9984.8% | 5,242 | +8937.9% | 0.08% | +3650.0% |
| Q2 2022 | $4,000 | -71.4% | 58 | -64.4% | 0.00% | -71.4% |
| Q1 2022 | $14,000 | -6.7% | 163 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $15,000 | +7.1% | 163 | 0.0% | 0.01% | +50.0% |
| Q3 2021 | $14,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 163 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | -37.5% | 163 | -42.2% | 0.01% | -40.0% |
| Q2 2020 | $16,000 | -42.9% | 282 | -54.2% | 0.01% | -50.0% |
| Q1 2020 | $28,000 | -20.0% | 616 | +15.1% | 0.02% | +17.6% |
| Q4 2019 | $35,000 | – | 535 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |