SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 266 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,127 | +4010.8% | 166 | +4050.0% | 0.00% | – |
| Q1 2023 | $295 | -90.2% | 4 | -90.5% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 42 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | -85.7% | 42 | -91.5% | 0.00% | -87.5% |
| Q2 2020 | $28,000 | +21.7% | 493 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $23,000 | -64.1% | 493 | -50.0% | 0.01% | -27.3% |
| Q4 2019 | $64,000 | +120.7% | 986 | +100.0% | 0.01% | +22.2% |
| Q3 2019 | $29,000 | -29.3% | 493 | -27.4% | 0.01% | -35.7% |
| Q2 2019 | $41,000 | 0.0% | 679 | 0.0% | 0.01% | -26.3% |
| Q1 2019 | $41,000 | +10.8% | 679 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $37,000 | -19.6% | 679 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $46,000 | – | 679 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
| ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
| Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
| NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
| FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
| Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
| KWB Wealth | 173,217 | $14,871,000 | 2.84% |
| Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
| Shakespeare Wealth Management, LLC | 76,954 | $6,606,000 | 2.72% |