SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 195 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $458,000 | +44.0% | 8,072 | +17.0% | 0.22% | +25.1% |
| Q1 2020 | $318,000 | -40.4% | 6,899 | -16.8% | 0.18% | +71.6% |
| Q4 2019 | $534,000 | +117.1% | 8,288 | +100.5% | 0.10% | +1.0% |
| Q3 2019 | $246,000 | -2.0% | 4,134 | +0.2% | 0.10% | -9.8% |
| Q2 2019 | $251,000 | +2.4% | 4,126 | +0.2% | 0.11% | 0.0% |
| Q1 2019 | $245,000 | -44.6% | 4,118 | -49.9% | 0.11% | -5.9% |
| Q4 2018 | $442,000 | -19.9% | 8,224 | +0.2% | 0.12% | -13.1% |
| Q3 2018 | $552,000 | +7.0% | 8,206 | +0.1% | 0.14% | +4.6% |
| Q2 2018 | $516,000 | +117.7% | 8,194 | +701.0% | 0.13% | +6.5% |
| Q1 2018 | $237,000 | +4.9% | 1,023 | +2.8% | 0.12% | -10.2% |
| Q3 2017 | $226,000 | +5.6% | 995 | +0.2% | 0.14% | +9.6% |
| Q2 2017 | $214,000 | -99.9% | 993 | +0.2% | 0.12% | +12.6% |
| Q1 2017 | $206,264,000 | – | 991 | – | 0.11% | – |
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% |