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 | $790,772 | +7.9% | 10,793 | +13.3% | 0.18% | +10.2% |
| Q2 2023 | $732,855 | +6.1% | 9,523 | +1.6% | 0.17% | -3.5% |
| Q1 2023 | $691,001 | +10.5% | 9,370 | +8.3% | 0.17% | +0.6% |
| Q4 2022 | $625,271 | +11.7% | 8,655 | +5.3% | 0.17% | +1.8% |
| Q3 2022 | $560,000 | +3.3% | 8,216 | +6.8% | 0.17% | +4.3% |
| Q2 2022 | $542,000 | -11.4% | 7,691 | +5.4% | 0.16% | +2.5% |
| Q1 2022 | $612,000 | -8.5% | 7,299 | +1.3% | 0.16% | -1.3% |
| Q4 2021 | $669,000 | +5.0% | 7,207 | -1.4% | 0.16% | -3.6% |
| Q3 2021 | $637,000 | +1.0% | 7,311 | +2.8% | 0.16% | -1.8% |
| Q2 2021 | $631,000 | -10.1% | 7,110 | -13.1% | 0.17% | -19.6% |
| Q1 2021 | $702,000 | +14.9% | 8,182 | +2.3% | 0.21% | +3.5% |
| Q4 2020 | $611,000 | +91.5% | 7,999 | +48.0% | 0.20% | +51.9% |
| Q3 2020 | $319,000 | +6.0% | 5,406 | +1.9% | 0.13% | 0.0% |
| Q2 2020 | $301,000 | +29.7% | 5,305 | +5.6% | 0.13% | +13.7% |
| Q1 2020 | $232,000 | -30.1% | 5,026 | -2.2% | 0.12% | -13.3% |
| Q4 2019 | $332,000 | +11.0% | 5,141 | +2.4% | 0.14% | +8.0% |
| Q3 2019 | $299,000 | +6.8% | 5,020 | +9.2% | 0.12% | -0.8% |
| Q2 2019 | $280,000 | +17.2% | 4,597 | +15.0% | 0.13% | +9.6% |
| Q1 2019 | $239,000 | +12.2% | 3,998 | +1.1% | 0.12% | -4.2% |
| Q4 2018 | $213,000 | -11.6% | 3,955 | +10.9% | 0.12% | 0.0% |
| Q3 2018 | $241,000 | – | 3,566 | – | 0.12% | – |
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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, INC. | 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% |