SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 268 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,349 | +13.2% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $4,727 | -8.5% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,165 | +10.8% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,663 | +3138.2% | 66 | +3200.0% | 0.00% | – |
| Q4 2022 | $144 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -99.5% | 0.00% | -100.0% |
| Q3 2021 | $33,000 | -2.9% | 381 | +0.3% | 0.01% | -14.3% |
| Q2 2021 | $34,000 | +3.0% | 380 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +13.8% | 380 | 0.0% | 0.01% | -46.2% |
| Q4 2020 | $29,000 | +31.8% | 380 | +0.5% | 0.01% | +160.0% |
| Q3 2020 | $22,000 | +22.2% | 378 | +21.2% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +38.5% | 312 | +13.5% | 0.01% | +25.0% |
| Q1 2020 | $13,000 | -59.4% | 275 | -45.0% | 0.00% | -50.0% |
| Q4 2019 | $32,000 | – | 500 | – | 0.01% | – |
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% |