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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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, INC. | 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% |