SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 159 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $54,779 | +1.1% | 638 | +2.7% | 0.00% | – |
| Q1 2024 | $54,170 | +4.3% | 621 | 0.0% | 0.00% | – |
| Q4 2023 | $51,935 | +14.1% | 621 | 0.0% | 0.00% | – |
| Q3 2023 | $45,500 | -4.8% | 621 | 0.0% | 0.00% | – |
| Q2 2023 | $47,792 | -13.7% | 621 | -17.3% | 0.00% | -100.0% |
| Q1 2023 | $55,387 | +2.1% | 751 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $54,252 | -36.9% | 751 | -40.4% | 0.00% | 0.0% |
| Q3 2022 | $86,000 | -32.3% | 1,261 | -30.1% | 0.00% | 0.0% |
| Q2 2022 | $127,000 | -53.3% | 1,804 | -44.4% | 0.00% | -66.7% |
| Q1 2022 | $272,000 | -34.8% | 3,242 | -27.8% | 0.00% | -25.0% |
| Q4 2021 | $417,000 | -19.5% | 4,492 | -24.5% | 0.00% | -33.3% |
| Q3 2021 | $518,000 | -6.5% | 5,951 | -4.6% | 0.01% | 0.0% |
| Q2 2021 | $554,000 | +945.3% | 6,241 | +906.6% | 0.01% | +500.0% |
| Q1 2021 | $53,000 | +12.8% | 620 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $47,000 | +14.6% | 620 | -11.4% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | +2.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $40,000 | +25.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $32,000 | -28.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | +7.1% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $42,000 | -2.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $43,000 | +2.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $42,000 | +10.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $38,000 | -19.1% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $47,000 | +6.8% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $44,000 | +7.3% | 700 | +300.0% | 0.00% | 0.0% |
| Q1 2018 | $41,000 | +2.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $40,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $40,000 | +5.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $38,000 | +2.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $37,000 | +2.8% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $36,000 | +9.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $33,000 | +6.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $31,000 | -6.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $33,000 | +10.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $30,000 | -3.2% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $31,000 | -6.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $33,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $33,000 | +6.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $31,000 | -40.4% | 175 | -39.7% | 0.00% | 0.0% |
| Q4 2013 | $52,000 | – | 290 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 104,052 | $8,933,882 | 7.02% |
| Optimist Retirement Group LLC | 122,905 | $10,552,634 | 5.55% |
| Kades & Cheifetz LLC | 101,831 | $8,743,203 | 5.50% |
| Rodgers & Associates, LTD | 397,543 | $34,133,039 | 4.39% |
| AIRE ADVISORS, LLC | 221,197 | $18,969,898 | 4.33% |
| ERTS Wealth Advisors, LLC | 223,411 | $19,182,083 | 3.86% |
| HRC WEALTH MANAGEMENT, LLC | 61,242 | $5,258,267 | 3.60% |
| Shakespeare Wealth Management, LLC | 143,810 | $12,347,530 | 3.57% |
| Leslie Global Wealth, LLC | 70,600 | $6,061,716 | 3.54% |
| BALANCED WEALTH GROUP LLC | 301,155 | $7,753,071 | 3.53% |