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 2021 | $454,000 | +13.2% | 5,286 | +0.9% | 0.05% | +18.6% |
| Q4 2020 | $401,000 | +24.5% | 5,241 | -3.7% | 0.04% | +13.2% |
| Q3 2020 | $322,000 | -30.5% | 5,441 | -28.6% | 0.04% | -28.3% |
| Q2 2020 | $463,000 | +35.4% | 7,616 | +2.9% | 0.05% | +3.9% |
| Q1 2020 | $342,000 | -18.8% | 7,401 | +13.7% | 0.05% | +6.2% |
| Q4 2019 | $421,000 | -8.3% | 6,511 | -15.6% | 0.05% | -12.7% |
| Q3 2019 | $459,000 | – | 7,716 | – | 0.06% | – |
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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% |