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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,428,420 | +11.5% | 32,928 | +9.2% | 0.05% | +4.1% |
| Q4 2022 | $2,178,290 | +47.7% | 30,154 | +39.3% | 0.05% | +36.1% |
| Q3 2022 | $1,475,000 | +16.8% | 21,645 | +20.8% | 0.04% | +20.0% |
| Q2 2022 | $1,263,000 | +63.0% | 17,918 | +93.8% | 0.03% | +87.5% |
| Q1 2022 | $775,000 | +11.5% | 9,248 | +23.4% | 0.02% | +14.3% |
| Q4 2021 | $695,000 | +27.8% | 7,493 | +20.0% | 0.01% | +16.7% |
| Q3 2021 | $544,000 | +38.1% | 6,246 | +40.8% | 0.01% | +50.0% |
| Q2 2021 | $394,000 | +18.3% | 4,435 | +14.4% | 0.01% | 0.0% |
| Q1 2021 | $333,000 | +35.9% | 3,878 | +20.9% | 0.01% | +33.3% |
| Q4 2020 | $245,000 | – | 3,207 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forbes Financial Planning, Inc. | 97,385 | $7,182,218 | 7.06% |
| Kades & Cheifetz LLC | 104,068 | $7,675,032 | 6.05% |
| DENVER WEALTH MANAGEMENT, INC. | 98,652 | $7,275,647 | 5.05% |
| AIRE ADVISORS, LLC | 221,120 | $16,325,524 | 4.56% |
| Rodgers & Associates, LTD | 356,242 | $26,272,867 | 4.08% |
| ERTS Wealth Advisors, LLC | 197,824 | $14,589,525 | 3.54% |
| Financial Planning & Information Services, Inc. | 213,477 | $15,743,917 | 3.05% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 116,470 | $8,589,687 | 3.05% |
| NorthRock Partners, LLC | 369,190 | $27,227,767 | 2.90% |
| KWB Wealth | 213,561 | $15,427,632 | 2.85% |