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 | $227,752 | -5.1% | 3,108 | -0.3% | 0.10% | -0.9% |
| Q2 2023 | $239,965 | +7.0% | 3,118 | +0.4% | 0.11% | -2.8% |
| Q4 2022 | $224,307 | +0.1% | 3,105 | +0.3% | 0.11% | -2.7% |
| Q3 2022 | $224,000 | -7.4% | 3,097 | +0.7% | 0.11% | -8.9% |
| Q2 2022 | $242,000 | +3.9% | 3,075 | +0.2% | 0.12% | -3.1% |
| Q1 2022 | $233,000 | -18.2% | 3,069 | +0.1% | 0.13% | -17.0% |
| Q4 2021 | $285,000 | -1.0% | 3,066 | -3.4% | 0.15% | -4.4% |
| Q3 2021 | $288,000 | +2.5% | 3,175 | +0.0% | 0.16% | -4.2% |
| Q2 2021 | $281,000 | +4.5% | 3,174 | +0.1% | 0.17% | -9.2% |
| Q1 2021 | $269,000 | -5.3% | 3,172 | +0.0% | 0.18% | -8.5% |
| Q4 2020 | $284,000 | – | 3,171 | – | 0.20% | – |
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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% |