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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,445 | -4.8% | 2,763 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $212,640 | +4.4% | 2,763 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $203,771 | -0.1% | 2,763 | -7.6% | 0.04% | -21.2% |
| Q3 2022 | $204,000 | -11.7% | 2,989 | -8.9% | 0.05% | -11.9% |
| Q2 2022 | $231,000 | -16.0% | 3,280 | 0.0% | 0.06% | -7.8% |
| Q1 2022 | $275,000 | -9.5% | 3,280 | 0.0% | 0.06% | -8.6% |
| Q4 2021 | $304,000 | +6.3% | 3,280 | 0.0% | 0.07% | -7.9% |
| Q3 2021 | $286,000 | -1.7% | 3,280 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $291,000 | +3.2% | 3,280 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $282,000 | +12.8% | 3,280 | 0.0% | 0.08% | +4.9% |
| Q4 2020 | $250,000 | -5.3% | 3,280 | -29.5% | 0.08% | -24.3% |
| Q2 2020 | $264,000 | +12.8% | 4,653 | 0.0% | 0.11% | +3.9% |
| Q1 2020 | $234,000 | -22.0% | 4,653 | 0.0% | 0.10% | -6.4% |
| Q4 2019 | $300,000 | – | 4,653 | – | 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% |