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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,617,000 | -9.2% | 87,059 | -16.1% | 0.04% | -15.2% |
| Q3 2019 | $6,186,000 | +65.8% | 103,817 | +69.5% | 0.05% | +58.6% |
| Q2 2019 | $3,730,000 | +12.7% | 61,238 | +10.5% | 0.03% | +7.4% |
| Q1 2019 | $3,311,000 | +9.6% | 55,428 | -1.0% | 0.03% | -10.0% |
| Q4 2018 | $3,020,000 | -59.5% | 55,989 | -49.4% | 0.03% | -60.0% |
| Q3 2018 | $7,463,000 | +277.1% | 110,562 | +253.4% | 0.08% | +177.8% |
| Q2 2018 | $1,979,000 | +159.7% | 31,284 | +854.9% | 0.03% | +170.0% |
| Q1 2018 | $762,000 | +15.1% | 3,276 | +12.6% | 0.01% | +11.1% |
| Q4 2017 | $662,000 | +147.9% | 2,910 | +148.7% | 0.01% | +125.0% |
| Q3 2017 | $267,000 | -37.5% | 1,170 | -40.6% | 0.00% | -50.0% |
| Q2 2017 | $427,000 | -4.9% | 1,969 | -6.6% | 0.01% | -11.1% |
| Q1 2017 | $449,000 | +19.7% | 2,109 | +16.8% | 0.01% | +12.5% |
| Q4 2016 | $375,000 | +58.2% | 1,805 | +45.7% | 0.01% | +33.3% |
| Q3 2016 | $237,000 | +55.9% | 1,239 | +43.1% | 0.01% | +50.0% |
| Q2 2016 | $152,000 | – | 866 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |