SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,574 | -4.8% | 3,324 | +0.0% | 0.02% | -4.8% |
| Q2 2023 | $255,746 | +4.4% | 3,323 | +0.0% | 0.02% | -8.7% |
| Q1 2023 | $245,013 | +6.5% | 3,322 | +21.1% | 0.02% | +4.5% |
| Q1 2022 | $230,000 | -69.8% | 2,744 | -66.5% | 0.02% | -69.4% |
| Q4 2021 | $761,000 | +210.6% | 8,203 | +197.0% | 0.07% | +176.9% |
| Q3 2021 | $245,000 | 0.0% | 2,762 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $245,000 | -59.8% | 2,762 | -61.1% | 0.03% | -62.3% |
| Q1 2021 | $610,000 | +162.9% | 7,102 | +133.8% | 0.07% | +137.9% |
| Q4 2020 | $232,000 | +23.4% | 3,037 | -5.0% | 0.03% | +16.0% |
| Q3 2020 | $188,000 | -4.6% | 3,198 | -8.2% | 0.02% | -13.8% |
| Q2 2020 | $197,000 | -6.2% | 3,483 | -23.2% | 0.03% | -31.0% |
| Q1 2020 | $210,000 | -57.1% | 4,537 | -40.1% | 0.04% | -51.2% |
| Q4 2019 | $489,000 | +53.8% | 7,575 | +41.7% | 0.09% | +38.7% |
| Q3 2019 | $318,000 | -0.3% | 5,344 | +1.9% | 0.06% | -6.1% |
| Q2 2019 | $319,000 | +3.2% | 5,243 | +1.3% | 0.07% | +4.8% |
| Q1 2019 | $309,000 | +60.9% | 5,178 | +45.1% | 0.06% | +34.0% |
| Q4 2018 | $192,000 | -19.0% | 3,568 | 0.0% | 0.05% | +6.8% |
| Q3 2018 | $237,000 | +12.3% | 3,568 | +6.8% | 0.04% | +4.8% |
| Q2 2018 | $211,000 | +5.0% | 3,342 | +279.3% | 0.04% | -30.0% |
| Q1 2018 | $201,000 | -5.2% | 881 | -3.1% | 0.06% | -1.6% |
| Q4 2017 | $212,000 | +2.4% | 909 | +1.8% | 0.06% | -9.0% |
| Q3 2017 | $207,000 | – | 893 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 98,075 | $7,185,891 | 7.70% |
| Kades & Cheifetz LLC | 102,739 | $7,527,695 | 5.96% |
| Strategic Advocates LLC | 137,946 | $10,107,329 | 4.76% |
| DENVER WEALTH MANAGEMENT, INC. | 97,500 | $7,143,836 | 4.62% |
| AIRE ADVISORS, LLC | 226,315 | $16,582,189 | 4.44% |
| Rodgers & Associates, LTD | 384,851 | $28,198,050 | 4.26% |
| ERTS Wealth Advisors, LLC | 208,932 | $15,308,423 | 3.69% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 124,230 | $9,102,350 | 3.19% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 60,795 | $4,454,515 | 3.00% |
| Financial Planning & Information Services, Inc. | 209,041 | $15,316,441 | 2.85% |