SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 168 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $262,000 | +1.9% | 3,433 | -21.0% | 0.20% | -6.9% |
| Q3 2020 | $257,000 | -15.5% | 4,346 | -18.8% | 0.22% | -11.1% |
| Q2 2020 | $304,000 | +19.7% | 5,353 | -2.7% | 0.24% | +7.0% |
| Q1 2020 | $254,000 | -19.1% | 5,502 | +13.0% | 0.23% | +3.7% |
| Q4 2019 | $314,000 | +7.2% | 4,871 | -1.1% | 0.22% | +0.5% |
| Q3 2019 | $293,000 | +1.7% | 4,924 | +4.1% | 0.22% | +0.5% |
| Q2 2019 | $288,000 | -0.3% | 4,728 | -2.2% | 0.22% | -3.6% |
| Q1 2019 | $289,000 | +11.2% | 4,834 | +0.2% | 0.22% | -2.6% |
| Q4 2018 | $260,000 | -22.8% | 4,825 | -3.5% | 0.23% | -23.8% |
| Q3 2018 | $337,000 | +6.3% | 4,999 | -0.4% | 0.30% | -1.9% |
| Q2 2018 | $317,000 | +1.0% | 5,020 | +271.9% | 0.31% | -0.3% |
| Q1 2018 | $314,000 | +1.9% | 1,350 | -0.4% | 0.31% | +3.7% |
| Q4 2017 | $308,000 | – | 1,355 | – | 0.30% | – |
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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% |