SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 296 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $703,762 | +5.9% | 7,494 | -4.7% | 0.06% | -3.3% |
Q1 2024 | $664,575 | +3.1% | 7,862 | -0.3% | 0.06% | -7.6% |
Q4 2023 | $644,841 | -8.5% | 7,887 | -19.0% | 0.07% | -19.5% |
Q3 2023 | $704,861 | -5.1% | 9,737 | -0.1% | 0.08% | -1.2% |
Q2 2023 | $742,679 | -8.6% | 9,749 | -13.4% | 0.08% | -15.3% |
Q1 2023 | $812,242 | -4.3% | 11,253 | -2.5% | 0.10% | -9.3% |
Q4 2022 | $848,914 | +2.6% | 11,542 | 0.0% | 0.11% | -10.7% |
Q3 2022 | $827,000 | -4.3% | 11,542 | -5.2% | 0.12% | -6.2% |
Q2 2022 | $864,000 | -16.8% | 12,169 | -4.7% | 0.13% | -9.2% |
Q1 2022 | $1,039,000 | -9.2% | 12,772 | 0.0% | 0.14% | -9.0% |
Q4 2021 | $1,144,000 | +2.8% | 12,772 | 0.0% | 0.16% | -12.4% |
Q3 2021 | $1,113,000 | -2.2% | 12,772 | -0.4% | 0.18% | -6.3% |
Q2 2021 | $1,138,000 | +2.5% | 12,824 | 0.0% | 0.19% | -7.8% |
Q1 2021 | $1,110,000 | +0.8% | 12,824 | -11.1% | 0.21% | -17.9% |
Q4 2020 | $1,101,000 | +24.1% | 14,420 | -4.0% | 0.25% | +4.1% |
Q3 2020 | $887,000 | +2.1% | 15,026 | -1.8% | 0.24% | -16.3% |
Q2 2020 | $869,000 | +23.3% | 15,306 | +1.7% | 0.29% | -6.8% |
Q1 2020 | $705,000 | +220.5% | 15,054 | +307.6% | 0.31% | +80.7% |
Q1 2019 | $220,000 | -9.5% | 3,693 | -18.2% | 0.17% | -25.3% |
Q4 2018 | $243,000 | – | 4,513 | – | 0.23% | – |
Download |
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% |