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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $426,000 | -5.8% | 6,608 | -12.8% | 0.16% | -7.6% |
| Q3 2019 | $452,000 | -37.0% | 7,581 | -35.6% | 0.17% | -36.8% |
| Q2 2019 | $717,000 | -23.6% | 11,779 | -25.0% | 0.27% | -26.9% |
| Q1 2019 | $938,000 | +2.6% | 15,706 | -9.2% | 0.37% | -28.9% |
| Q4 2018 | $914,000 | -20.7% | 17,299 | -1.5% | 0.52% | -17.8% |
| Q3 2018 | $1,152,000 | +6.7% | 17,571 | +2.8% | 0.64% | +36.8% |
| Q2 2018 | $1,080,000 | +7.5% | 17,097 | +288.1% | 0.46% | +1.1% |
| Q1 2018 | $1,005,000 | -4.7% | 4,405 | -9.9% | 0.46% | -14.8% |
| Q2 2017 | $1,055,000 | +6.6% | 4,887 | +2.6% | 0.54% | +3.6% |
| Q1 2017 | $990,000 | +6.2% | 4,763 | +7.4% | 0.52% | +1.2% |
| Q4 2016 | $932,000 | – | 4,435 | – | 0.52% | – |
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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% |