SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 242 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $826,426 | -4.3% | 11,394 | +1.6% | 0.30% | -2.3% |
Q2 2023 | $863,433 | +6.2% | 11,219 | +1.9% | 0.31% | +6.6% |
Q1 2023 | $812,810 | +1.7% | 11,009 | -0.5% | 0.29% | -6.2% |
Q4 2022 | $799,494 | +5.3% | 11,067 | -0.7% | 0.31% | -4.7% |
Q3 2022 | $759,000 | -49.2% | 11,148 | -47.4% | 0.32% | -46.3% |
Q2 2022 | $1,493,000 | -19.7% | 21,179 | -3.5% | 0.60% | -11.4% |
Q1 2022 | $1,859,000 | -8.2% | 21,941 | +0.6% | 0.68% | -7.4% |
Q4 2021 | $2,024,000 | +1.8% | 21,802 | -2.8% | 0.73% | -8.3% |
Q3 2021 | $1,988,000 | +5.7% | 22,435 | +6.3% | 0.80% | -0.3% |
Q2 2021 | $1,880,000 | +2.8% | 21,099 | +0.7% | 0.80% | -16.0% |
Q1 2021 | $1,828,000 | +31.4% | 20,944 | +15.0% | 0.95% | +14.4% |
Q4 2020 | $1,391,000 | +53.0% | 18,219 | +18.3% | 0.83% | +22.4% |
Q3 2020 | $909,000 | +0.9% | 15,405 | -3.0% | 0.68% | -4.1% |
Q2 2020 | $901,000 | +22.4% | 15,876 | -0.4% | 0.71% | -7.0% |
Q1 2020 | $736,000 | -29.0% | 15,941 | -0.8% | 0.76% | -3.7% |
Q4 2019 | $1,037,000 | +15.0% | 16,077 | +6.2% | 0.79% | +6.0% |
Q3 2019 | $902,000 | -3.9% | 15,139 | -1.8% | 0.74% | -6.3% |
Q2 2019 | $939,000 | +16.9% | 15,409 | +15.9% | 0.80% | +8.9% |
Q1 2019 | $803,000 | +33.6% | 13,292 | +19.3% | 0.73% | +10.1% |
Q4 2018 | $601,000 | – | 11,146 | – | 0.66% | – |
Download |
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, LLC | 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% |