SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 242 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,347,530 | +9.2% | 143,810 | +10.9% | 3.57% | +8.8% |
Q1 2024 | $11,309,564 | +5.0% | 129,652 | +0.7% | 3.28% | -1.6% |
Q4 2023 | $10,772,681 | +18.4% | 128,814 | +3.7% | 3.33% | +4.5% |
Q3 2023 | $9,102,350 | -3.4% | 124,230 | +1.4% | 3.19% | -1.1% |
Q2 2023 | $9,425,137 | +9.7% | 122,468 | +5.1% | 3.22% | +5.8% |
Q1 2023 | $8,589,687 | +5.6% | 116,470 | +3.4% | 3.05% | +2.1% |
Q4 2022 | $8,134,912 | +15.1% | 112,610 | +8.6% | 2.99% | +0.2% |
Q3 2022 | $7,066,000 | +1.4% | 103,726 | +5.8% | 2.98% | +5.3% |
Q2 2022 | $6,967,000 | -11.1% | 98,078 | +5.6% | 2.83% | +0.3% |
Q1 2022 | $7,837,000 | -2.4% | 92,868 | +7.4% | 2.82% | -1.5% |
Q4 2021 | $8,026,000 | +10.7% | 86,466 | +5.7% | 2.86% | +2.8% |
Q3 2021 | $7,249,000 | +1.2% | 81,799 | +2.6% | 2.79% | +0.9% |
Q2 2021 | $7,163,000 | +8.4% | 79,730 | +3.6% | 2.76% | +1.5% |
Q1 2021 | $6,606,000 | +0.6% | 76,954 | -10.5% | 2.72% | -4.9% |
Q4 2020 | $6,568,000 | +31.6% | 86,002 | +1.8% | 2.86% | +8.9% |
Q3 2020 | $4,989,000 | +10.5% | 84,514 | +6.3% | 2.63% | -0.4% |
Q2 2020 | $4,513,000 | -5.7% | 79,487 | -23.3% | 2.64% | -20.3% |
Q1 2020 | $4,785,000 | +246.7% | 103,606 | +384.5% | 3.31% | +343.0% |
Q4 2019 | $1,380,000 | +85.0% | 21,385 | +70.9% | 0.75% | +73.3% |
Q3 2019 | $746,000 | +11.3% | 12,515 | +13.7% | 0.43% | -0.2% |
Q2 2019 | $670,000 | +5.5% | 11,006 | +3.5% | 0.43% | -9.2% |
Q1 2019 | $635,000 | +19.8% | 10,629 | +8.2% | 0.48% | +16.7% |
Q4 2018 | $530,000 | – | 9,821 | – | 0.41% | – |
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% |