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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: Aussi ✧  😊 😞
Number: of 6243 
Subject: SIPro Screener Help
Date: 04/05/23 1:41 PM
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No. of Recommendations: 2
With GTR1 down, I am trying to use the SIPro screener.

Can anyone advise how to code:

styp.a != 14!15!44!45!73!74!75

I have 14 (ADRs)coded, but I am struggling to find the rest.

From GTR1 for Dummies

12.1 Stock Type (styp.a)
The term styp.a stands for stock type, and it is based on the Center for Research in Security Prices (CRSP) Array Codes (crsp.com - Name history array codes)
These codes are summarized below:
Share Type ' First Digit
Code Definition
1 Ordinary Common Shares
2 Certificates, Americus Trust Components (Prime, Score, & Units)*
3 ADRs (American Depositary Receipts)
4 SBIs (Shares of Beneficial Interest)
7 Units (Depositary Units, Units Of Beneficial Interest, Units Of Limited Partnership Interest, Depositary Receipts, etc.), Exchange Traded Funds**
Share Type ' Second Digit
Code Definition
0 Securities Which Have Not Been Further Defined
1 Securities Which Need Not Be Further Defined
2 Companies Incorporated Outside the U.S
3 Americus Trust Components (Prime, Score, & Units)*, Exchange Traded Funds**
4 Closed-End Funds and Unit Investment Trusts
5 Closed-End Fund Companies Incorporated Outside the US
6 Special-Purpose Acquisition Companies (SPACs) organized in the US
7 Special-Purpose Acquisition Companies (SPACs) organized outside the US
8 REIT's (Real Estate Investment Trusts)
Note: *Americus Trust Components are exclusive to First Digit 2 and Second Digit
Note: **Exchange Traded Funds are exclusive to First Digit 7 and Second Digit 3.
Thus, ordinary common stock will be either 11 (US) or 12 (Foreign).
styp.a = 11!12
If the goal is to exclude REIT's, you would use:
styp.a != 18!48 (codes 28, 38, and 78 have never existed ' post 267804)
Note that there are a lot of codes that don't exist in the GTR1 database (see post 258321).
The filter Robbie likes to use is (post 256567)
styp.a != 14!15!44!45!73!74!75
This filter appears in all of the Si Pro screens available through GTR1 Helper. Curiously, no stocks have ever had styp.a=45 (even Robbie sometimes misses). This excludes:
CEF's Closed End Funds
ETF's Exchange Traded funds
LP's Limited Partnerships

Thanks

Craig
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