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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,041 | -2.0% | 2,757 | +2.9% | 0.02% | 0.0% |
| Q2 2023 | $206,247 | -90.3% | 2,680 | -89.0% | 0.02% | -92.0% |
| Q3 2021 | $2,120,000 | +423.5% | 24,335 | +224.2% | 0.29% | +122.3% |
| Q4 2018 | $405,000 | -23.0% | 7,507 | -3.4% | 0.13% | -14.5% |
| Q3 2018 | $526,000 | +8.9% | 7,775 | +1.8% | 0.15% | -1.3% |
| Q2 2018 | $483,000 | +14.7% | 7,639 | +311.6% | 0.15% | +7.7% |
| Q1 2018 | $421,000 | +5.2% | 1,856 | +7.0% | 0.14% | +15.3% |
| Q4 2017 | $400,000 | +25.4% | 1,734 | +24.9% | 0.12% | +2.5% |
| Q3 2017 | $319,000 | +9.2% | 1,388 | +1.8% | 0.12% | -5.5% |
| Q2 2017 | $292,000 | +3.9% | 1,364 | 0.0% | 0.13% | -4.5% |
| Q1 2017 | $281,000 | +3.7% | 1,364 | +4.7% | 0.13% | -15.2% |
| Q4 2016 | $271,000 | – | 1,303 | – | 0.16% | – |
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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, LLC | 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% |