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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $66 | -99.9% | 930 | +28.5% | 0.00% | – |
| Q3 2022 | $48,000 | +29.7% | 724 | +36.6% | 0.00% | – |
| Q2 2022 | $37,000 | -51.9% | 530 | -42.9% | 0.00% | – |
| Q1 2022 | $77,000 | -6.1% | 928 | +2.8% | 0.00% | – |
| Q4 2021 | $82,000 | +2.5% | 903 | -2.9% | 0.00% | – |
| Q3 2021 | $80,000 | +73.9% | 930 | +75.5% | 0.00% | – |
| Q2 2021 | $46,000 | +318.2% | 530 | +273.2% | 0.00% | – |
| Q1 2021 | $11,000 | -47.6% | 142 | -50.0% | 0.00% | – |
| Q4 2020 | $21,000 | +425.0% | 284 | +255.0% | 0.00% | – |
| Q1 2020 | $4,000 | -98.0% | 80 | -97.5% | 0.00% | -100.0% |
| Q4 2019 | $203,000 | +3960.0% | 3,150 | +3837.5% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
| Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
| DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
| AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
| Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
| ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
| Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
| NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
| KWB Wealth | 213,561 | $15,427,632 | 2.85% |