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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,586 | -1.6% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $8,723 | +4.3% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $8,363 | +14.1% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $7,327 | -4.8% | 100 | 0.0% | 0.00% | -50.0% |
Q2 2023 | $7,696 | +4.4% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,375 | +2.1% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,224 | +3.2% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $5,000 | -28.6% | 100 | 0.0% | 0.00% | -25.0% |
Q3 2018 | $7,000 | – | 100 | – | 0.00% | – |
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% |