SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 92 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $255,000 | +5.4% | 3,954 | -2.7% | 0.04% | 0.0% |
| Q3 2019 | $242,000 | -4.7% | 4,064 | -2.6% | 0.04% | -6.5% |
| Q2 2019 | $254,000 | -26.2% | 4,172 | -27.6% | 0.05% | -28.1% |
| Q1 2019 | $344,000 | -35.5% | 5,762 | -41.7% | 0.06% | -45.3% |
| Q4 2018 | $533,000 | -20.1% | 9,888 | 0.0% | 0.12% | -10.0% |
| Q3 2018 | $667,000 | +6.7% | 9,888 | 0.0% | 0.13% | +1.6% |
| Q2 2018 | $625,000 | +8.7% | 9,888 | +300.0% | 0.13% | +7.6% |
| Q1 2018 | $575,000 | +2.7% | 2,472 | +0.4% | 0.12% | -3.3% |
| Q4 2017 | $560,000 | +4.7% | 2,462 | +6.0% | 0.12% | -1.6% |
| Q3 2017 | $535,000 | +39.7% | 2,322 | +30.4% | 0.12% | +27.6% |
| Q2 2017 | $383,000 | +23.5% | 1,780 | +18.7% | 0.10% | +15.3% |
| Q1 2017 | $310,000 | +3.3% | 1,500 | +4.5% | 0.08% | -18.3% |
| Q4 2016 | $300,000 | +8.3% | 1,436 | -1.5% | 0.10% | +7.2% |
| Q3 2016 | $277,000 | +20.4% | 1,458 | +12.9% | 0.10% | +14.1% |
| Q2 2016 | $230,000 | – | 1,291 | – | 0.08% | – |
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% |