SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 211 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,000 | +75.0% | 119 | +41.7% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -83.3% | 84 | -77.5% | 0.00% | -75.0% |
| Q4 2019 | $24,000 | +9.1% | 373 | +2.5% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | +10.0% | 364 | +9.0% | 0.01% | +14.3% |
| Q2 2019 | $20,000 | -75.6% | 334 | -75.7% | 0.01% | -79.4% |
| Q1 2019 | $82,000 | +15.5% | 1,374 | +4.2% | 0.03% | -8.1% |
| Q4 2018 | $71,000 | -18.4% | 1,318 | +2.3% | 0.04% | -7.5% |
| Q3 2018 | $87,000 | +8.8% | 1,288 | +2.1% | 0.04% | -9.1% |
| Q2 2018 | $80,000 | +12.7% | 1,262 | +312.4% | 0.04% | +4.8% |
| Q1 2018 | $71,000 | +343.8% | 306 | -98.1% | 0.04% | +281.8% |
| Q4 2017 | $16,000 | – | 16,204 | – | 0.01% | – |
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% |