SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279 | -85.6% | 4,700 | -85.2% | 0.00% | -100.0% |
| Q2 2023 | $1,940 | +18.4% | 31,800 | +7.4% | 0.00% | +50.0% |
| Q1 2023 | $1,639 | -99.8% | 29,600 | +92.2% | 0.00% | +100.0% |
| Q3 2022 | $772,000 | -59.5% | 15,400 | -57.8% | 0.00% | -50.0% |
| Q2 2022 | $1,908,000 | -13.4% | 36,500 | +20.1% | 0.00% | -33.3% |
| Q4 2021 | $2,203,000 | +7.5% | 30,400 | -5.0% | 0.00% | 0.0% |
| Q3 2021 | $2,049,000 | +58.0% | 32,000 | -11.8% | 0.00% | +200.0% |
| Q1 2020 | $1,297,000 | +11.3% | 36,300 | +30.6% | 0.00% | 0.0% |
| Q4 2019 | $1,165,000 | +15.2% | 27,800 | +6.5% | 0.00% | 0.0% |
| Q2 2019 | $1,011,000 | +3.4% | 26,100 | -13.3% | 0.00% | 0.0% |
| Q4 2018 | $978,000 | +87.0% | 30,100 | +102.0% | 0.00% | – |
| Q2 2018 | $523,000 | – | 14,900 | – | 0.00% | – |
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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% |