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 | $1,293,509 | -9.9% | 17,654 | -5.4% | 0.21% | +41.1% |
| Q2 2023 | $1,435,612 | +0.7% | 18,654 | -3.5% | 0.15% | -5.6% |
| Q1 2023 | $1,425,366 | +5.0% | 19,327 | +2.8% | 0.16% | -4.2% |
| Q4 2022 | $1,357,968 | -14.0% | 18,798 | -18.9% | 0.17% | -22.3% |
| Q3 2022 | $1,579,000 | +16.3% | 23,179 | +20.3% | 0.22% | +20.8% |
| Q2 2022 | $1,358,000 | -11.2% | 19,260 | +5.6% | 0.18% | +5.3% |
| Q1 2022 | $1,529,000 | -57.3% | 18,235 | -52.7% | 0.17% | -56.0% |
| Q4 2021 | $3,581,000 | +209.8% | 38,583 | +190.8% | 0.38% | +151.0% |
| Q3 2021 | $1,156,000 | +16.1% | 13,269 | +18.2% | 0.15% | -5.0% |
| Q2 2021 | $996,000 | +7.3% | 11,224 | +3.9% | 0.16% | -15.3% |
| Q1 2021 | $928,000 | +35.5% | 10,804 | +20.5% | 0.19% | -10.0% |
| Q4 2020 | $685,000 | – | 8,964 | – | 0.21% | – |
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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% |