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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,466 | +4.4% | 110 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $8,113 | +2.1% | 110 | 0.0% | 0.01% | +33.3% |
| Q4 2022 | $7,946 | +13.5% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 110 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 110 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 110 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $8,000 | – | 110 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 127,769 | $11,101,000 | 6.95% |
| ERTS Wealth Advisors, LLC | 208,844 | $17,929,000 | 5.31% |
| Tradewinds Capital Management, LLC | 265,718 | $22,812,000 | 4.54% |
| NorthRock Partners, LLC | 520,839 | $44,714,000 | 4.07% |
| FAS Wealth Partners, Inc. | 444,792 | $38,185,000 | 3.98% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 71,302 | $6,121,000 | 3.30% |
| Rodgers & Associates, LTD | 225,589 | $19,367,000 | 3.30% |
| KWB Wealth | 173,217 | $14,871,000 | 2.84% |
| Redwood Investment Management, LLC | 173,343 | $14,881,000 | 2.82% |
| Shakespeare Wealth Management, LLC | 76,954 | $6,606,000 | 2.72% |