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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3 | -99.9% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 37 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -98.8% | 38 | -98.6% | 0.00% | -99.0% |
| Q4 2021 | $250,000 | +9.2% | 2,691 | +2.2% | 0.10% | -1.0% |
| Q3 2021 | $229,000 | +4.1% | 2,632 | +5.8% | 0.10% | +1.9% |
| Q2 2021 | $220,000 | +0.9% | 2,487 | -1.8% | 0.10% | -7.2% |
| Q1 2021 | $218,000 | +5.3% | 2,533 | -6.6% | 0.11% | -1.8% |
| Q4 2020 | $207,000 | +29.4% | 2,713 | +0.1% | 0.11% | +10.8% |
| Q3 2020 | $160,000 | +5.3% | 2,711 | +1.0% | 0.10% | -4.7% |
| Q2 2020 | $152,000 | – | 2,683 | – | 0.11% | – |
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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% |