SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 248 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,220,728 | -6.3% | 25,865 | -4.8% | 0.12% | -10.8% |
| Q1 2024 | $2,370,927 | +2.5% | 27,180 | -1.7% | 0.13% | 0.0% |
| Q4 2023 | $2,312,952 | +16.3% | 27,657 | +1.9% | 0.13% | +0.8% |
| Q3 2023 | $1,988,679 | +2.3% | 27,142 | +7.4% | 0.13% | +8.4% |
| Q2 2023 | $1,944,855 | +4.6% | 25,271 | +0.2% | 0.12% | -0.8% |
| Q1 2023 | $1,860,203 | -0.1% | 25,223 | -2.2% | 0.12% | -8.4% |
| Q4 2022 | $1,862,932 | +105269.5% | 25,788 | -0.6% | 0.13% | -5.1% |
| Q3 2022 | $1,768 | +15.7% | 25,953 | +19.7% | 0.14% | +14.0% |
| Q2 2022 | $1,528 | -16.3% | 21,674 | -0.5% | 0.12% | -1.6% |
| Q1 2022 | $1,825 | -4.7% | 21,775 | +5.5% | 0.12% | -16.9% |
| Q4 2021 | $1,916 | +10.9% | 20,645 | +4.1% | 0.15% | -12.4% |
| Q3 2021 | $1,727 | -0.7% | 19,823 | +1.2% | 0.17% | -18.4% |
| Q2 2021 | $1,739 | +4.9% | 19,589 | +1.5% | 0.21% | -19.8% |
| Q1 2021 | $1,657 | +13.0% | 19,302 | +0.6% | 0.26% | -11.6% |
| Q4 2020 | $1,466 | +33.3% | 19,190 | +2.9% | 0.29% | +11.0% |
| Q3 2020 | $1,100 | -99.9% | 18,642 | -51.4% | 0.26% | -52.5% |
| Q2 2020 | $2,180,000 | -19.1% | 38,389 | -34.2% | 0.55% | -20.3% |
| Q1 2020 | $2,694,000 | +2.8% | 58,334 | +43.6% | 0.70% | +8.3% |
| Q4 2019 | $2,620,000 | +11.7% | 40,612 | +3.2% | 0.64% | +7.7% |
| Q3 2019 | $2,345,000 | -0.6% | 39,351 | +1.7% | 0.60% | -17.0% |
| Q2 2019 | $2,358,000 | +15.1% | 38,710 | +12.8% | 0.72% | -4.5% |
| Q1 2019 | $2,048,000 | – | 34,312 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |