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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $24,000 | +14.3% | 271 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +23.5% | 271 | -7.8% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | -52.8% | 294 | -62.0% | 0.00% | -66.7% |
| Q1 2020 | $36,000 | -79.1% | 774 | -70.9% | 0.00% | -76.9% |
| Q4 2019 | $172,000 | -40.1% | 2,659 | -44.8% | 0.01% | -45.8% |
| Q3 2019 | $287,000 | -23.1% | 4,817 | -22.9% | 0.02% | -42.9% |
| Q1 2019 | $373,000 | +19.2% | 6,251 | +7.9% | 0.04% | -4.5% |
| Q4 2018 | $313,000 | – | 5,794 | – | 0.04% | – |
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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% |