SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $249,202 | +5.5% | 3,379 | +3.3% | 0.01% | -7.1% |
| Q4 2022 | $236,297 | +0.1% | 3,271 | -5.6% | 0.01% | -12.5% |
| Q3 2022 | $236,000 | +1.3% | 3,466 | +5.1% | 0.02% | 0.0% |
| Q2 2022 | $233,000 | -21.3% | 3,297 | -6.6% | 0.02% | -11.1% |
| Q1 2022 | $296,000 | -10.0% | 3,531 | -0.1% | 0.02% | -14.3% |
| Q4 2021 | $329,000 | +113.6% | 3,535 | +100.4% | 0.02% | +110.0% |
| Q3 2021 | $154,000 | -6.7% | 1,764 | -5.3% | 0.01% | -16.7% |
| Q2 2021 | $165,000 | +26.0% | 1,862 | +22.4% | 0.01% | +9.1% |
| Q1 2021 | $131,000 | +10.1% | 1,521 | -1.9% | 0.01% | 0.0% |
| Q4 2020 | $119,000 | -22.2% | 1,551 | -31.7% | 0.01% | -54.2% |
| Q3 2018 | $153,000 | – | 2,272 | – | 0.02% | – |
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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, INC. | 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% |