SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 254 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,472,309 | -8.8% | 74,687 | -4.2% | 0.02% | 0.0% |
| Q2 2023 | $6,001,393 | -9.4% | 77,981 | -13.1% | 0.02% | -15.4% |
| Q1 2023 | $6,621,859 | -51.4% | 89,788 | -52.4% | 0.03% | -3.7% |
| Q4 2022 | $13,614,112 | +117.4% | 188,676 | +105.2% | 0.03% | -3.6% |
| Q3 2022 | $6,262,000 | +104266.7% | 91,926 | +6.0% | 0.03% | – |
| Q2 2022 | $6,000 | -98.7% | 86,714 | +1289.0% | 0.00% | -100.0% |
| Q4 2020 | $477,000 | +29.3% | 6,243 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $369,000 | +34.2% | 6,243 | +28.7% | 0.00% | +100.0% |
| Q2 2020 | $275,000 | -7.4% | 4,849 | -24.5% | 0.00% | -50.0% |
| Q1 2020 | $297,000 | – | 6,421 | – | 0.00% | – |
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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% |