SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $44,460 | -2.8% | 750 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $45,758 | +10.2% | 750 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $41,520 | +9.3% | 750 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $38,003 | +0.0% | 750 | 0.0% | 0.01% | -10.0% |
Q3 2022 | $38,000 | -2.6% | 750 | 0.0% | 0.01% | +11.1% |
Q2 2022 | $39,000 | -22.0% | 750 | 0.0% | 0.01% | -10.0% |
Q1 2022 | $50,000 | -7.4% | 750 | 0.0% | 0.01% | +11.1% |
Q4 2021 | $54,000 | +12.5% | 750 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $48,000 | +2.1% | 750 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $47,000 | +11.9% | 750 | 0.0% | 0.01% | +12.5% |
Q1 2021 | $42,000 | +2.4% | 750 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $41,000 | +7.9% | 750 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $38,000 | +11.8% | 750 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $34,000 | +25.9% | 750 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $27,000 | -12.9% | 750 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $31,000 | – | 750 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Directions Investment Advisors, LLC | 1,254,199 | $83,041,000 | 25.21% |
Investments & Financial Planning, LLC | 359,308 | $23,790,000 | 20.80% |
NICOLET ADVISORY SERVICES, LLC | 2,041,255 | $131,644,000 | 17.18% |
Measured Wealth Private Client Group, LLC | 694,833 | $46,005,000 | 16.91% |
Willis Johnson & Associates, Inc. | 1,615,519 | $106,964,000 | 14.04% |
ERTS Wealth Advisors, LLC | 744,388 | $49,286,000 | 13.80% |
Compton Financial Group, LLC | 504,613 | $33,410,000 | 13.80% |
RESTON WEALTH MANAGEMENT LLC | 405,285 | $26,834,000 | 13.76% |
Focused Wealth Management, Inc | 1,246,180 | $82,510,000 | 13.07% |
Choice Wealth Advisors, LLC | 246,889 | $16,001,000 | 12.69% |