SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 246 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,417,000 | +3.7% | 15,264 | -2.7% | 0.24% | -9.3% |
| Q3 2021 | $1,366,000 | -3.3% | 15,685 | -1.4% | 0.27% | -4.6% |
| Q2 2021 | $1,412,000 | +2.6% | 15,905 | -0.8% | 0.28% | -4.7% |
| Q1 2021 | $1,376,000 | +12.6% | 16,030 | +0.2% | 0.30% | +3.1% |
| Q4 2020 | $1,222,000 | +37.0% | 15,997 | +5.9% | 0.29% | +15.8% |
| Q3 2020 | $892,000 | +7.9% | 15,105 | +3.8% | 0.25% | -0.4% |
| Q2 2020 | $827,000 | +28.0% | 14,557 | +4.0% | 0.25% | +11.7% |
| Q1 2020 | $646,000 | -28.7% | 13,994 | -0.4% | 0.22% | +2.8% |
| Q4 2019 | $906,000 | +13.8% | 14,046 | +5.2% | 0.22% | +10.2% |
| Q3 2019 | $796,000 | -2.8% | 13,350 | -0.7% | 0.20% | -6.2% |
| Q2 2019 | $819,000 | +10.8% | 13,449 | +8.5% | 0.21% | +13.6% |
| Q1 2019 | $739,000 | +19.0% | 12,391 | +7.6% | 0.18% | +1.7% |
| Q4 2018 | $621,000 | – | 11,520 | – | 0.18% | – |
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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, LLC | 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% |