SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 268 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,794,914 | +10.3% | 29,420 | +0.1% | 0.51% | +6.0% |
| Q1 2023 | $1,627,584 | -4.5% | 29,400 | -12.6% | 0.48% | -12.4% |
| Q4 2022 | $1,704,387 | +14.1% | 33,637 | +12.8% | 0.55% | -5.2% |
| Q3 2022 | $1,494,000 | -6.2% | 29,812 | -2.1% | 0.58% | -1.0% |
| Q2 2022 | $1,593,000 | -25.3% | 30,462 | -5.4% | 0.58% | -12.4% |
| Q1 2022 | $2,132,000 | -15.3% | 32,202 | -7.3% | 0.67% | -10.6% |
| Q4 2021 | $2,516,000 | +26.1% | 34,722 | +11.4% | 0.75% | -58.6% |
| Q3 2021 | $1,996,000 | +3.7% | 31,172 | +2.0% | 1.80% | +3.1% |
| Q2 2021 | $1,925,000 | +11.7% | 30,572 | +0.1% | 1.75% | +4.9% |
| Q1 2021 | $1,723,000 | -0.8% | 30,555 | -2.8% | 1.67% | +0.7% |
| Q4 2020 | $1,737,000 | +11.9% | 31,420 | +1.4% | 1.66% | +5.1% |
| Q3 2020 | $1,552,000 | +41.7% | 30,975 | +27.1% | 1.58% | +27.0% |
| Q2 2020 | $1,095,000 | +109.8% | 24,375 | +66.8% | 1.24% | +81.8% |
| Q1 2020 | $522,000 | +45.4% | 14,615 | +70.4% | 0.68% | +79.3% |
| Q4 2019 | $359,000 | +7.8% | 8,575 | 0.0% | 0.38% | -10.6% |
| Q3 2019 | $333,000 | +8.1% | 8,575 | +8.0% | 0.43% | +21.0% |
| Q2 2019 | $308,000 | +39.4% | 7,940 | +33.6% | 0.35% | +38.0% |
| Q1 2019 | $221,000 | -2.6% | 5,945 | 0.0% | 0.26% | +7.6% |
| Q3 2018 | $227,000 | – | 5,945 | – | 0.24% | – |
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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% |