SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 311 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $50,000 | -9.1% | 595 | +0.2% | 0.02% | -5.9% |
Q4 2021 | $55,000 | +5.8% | 594 | +0.2% | 0.02% | -5.6% |
Q3 2021 | $52,000 | -1.9% | 593 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $53,000 | +3.9% | 593 | 0.0% | 0.02% | -10.0% |
Q1 2021 | $51,000 | +13.3% | 593 | +0.2% | 0.02% | 0.0% |
Q4 2020 | $45,000 | +28.6% | 592 | +0.2% | 0.02% | +17.6% |
Q3 2020 | $35,000 | +2.9% | 591 | +0.2% | 0.02% | -5.6% |
Q2 2020 | $34,000 | -2.9% | 590 | -22.1% | 0.02% | -21.7% |
Q1 2020 | $35,000 | -28.6% | 757 | +0.3% | 0.02% | -17.9% |
Q4 2019 | $49,000 | +8.9% | 755 | +0.3% | 0.03% | +3.7% |
Q3 2019 | $45,000 | -2.2% | 753 | +0.1% | 0.03% | -3.6% |
Q2 2019 | $46,000 | +2.2% | 752 | +0.3% | 0.03% | -3.4% |
Q1 2019 | $45,000 | +309.1% | 750 | +275.0% | 0.03% | +262.5% |
Q4 2018 | $11,000 | -8.3% | 200 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $12,000 | -7.7% | 200 | 0.0% | 0.01% | -20.0% |
Q2 2018 | $13,000 | +8.3% | 200 | +300.0% | 0.01% | +11.1% |
Q1 2018 | $12,000 | – | 50 | – | 0.01% | – |
Download |
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% |