SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 247 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,857,000 | -1.2% | 64,728 | -0.6% | 3.41% | -7.0% |
| Q2 2019 | $3,903,000 | +8.4% | 65,109 | +8.0% | 3.66% | -5.4% |
| Q1 2019 | $3,600,000 | +20.1% | 60,309 | +8.5% | 3.87% | -7.1% |
| Q4 2018 | $2,998,000 | -19.8% | 55,577 | +0.3% | 4.17% | +15.2% |
| Q3 2018 | $3,739,000 | -38.2% | 55,395 | -42.1% | 3.62% | -38.7% |
| Q2 2018 | $6,046,000 | +10.4% | 95,669 | +306.2% | 5.90% | -0.7% |
| Q1 2018 | $5,478,000 | -8.2% | 23,552 | -10.3% | 5.94% | +3.2% |
| Q4 2017 | $5,969,000 | -2.4% | 26,251 | -2.2% | 5.76% | +6.1% |
| Q3 2017 | $6,114,000 | -9.9% | 26,828 | -14.5% | 5.43% | -18.3% |
| Q2 2017 | $6,789,000 | – | 31,388 | – | 6.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |