SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 159 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,295,000 | +12.5% | 112,912 | +3.7% | 5.29% | +0.2% |
| Q3 2019 | $6,487,000 | -0.6% | 108,863 | +1.6% | 5.28% | +7.6% |
| Q2 2019 | $6,524,000 | +7.2% | 107,102 | +5.1% | 4.91% | +22.7% |
| Q1 2019 | $6,085,000 | +26.1% | 101,876 | +13.8% | 4.00% | -17.2% |
| Q4 2018 | $4,825,000 | -7.6% | 89,511 | +3.2% | 4.83% | +24.1% |
| Q3 2018 | $5,224,000 | -5.8% | 86,770 | +4.9% | 3.89% | +6.9% |
| Q2 2018 | $5,548,000 | +18.1% | 82,718 | +317.8% | 3.64% | +2.9% |
| Q1 2018 | $4,698,000 | -12.3% | 19,799 | -12.5% | 3.54% | -2.7% |
| Q4 2017 | $5,355,000 | – | 22,616 | – | 3.64% | – |
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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% |