SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $940,000 | -8.4% | 18,753 | -4.5% | 0.03% | -17.6% |
| Q2 2022 | $1,026,000 | -41.0% | 19,635 | -25.3% | 0.03% | -30.6% |
| Q1 2022 | $1,740,000 | -8.7% | 26,274 | -0.1% | 0.05% | -7.5% |
| Q4 2021 | $1,906,000 | +13.3% | 26,305 | +0.1% | 0.05% | +3.9% |
| Q3 2021 | $1,683,000 | +0.9% | 26,281 | -0.8% | 0.05% | 0.0% |
| Q2 2021 | $1,668,000 | +11.2% | 26,484 | -0.4% | 0.05% | 0.0% |
| Q1 2021 | $1,500,000 | +0.7% | 26,590 | -1.3% | 0.05% | -13.6% |
| Q4 2020 | $1,490,000 | +9.4% | 26,946 | -0.8% | 0.06% | -3.3% |
| Q3 2020 | $1,362,000 | +314.0% | 27,175 | +215.7% | 0.06% | +144.0% |
| Q3 2018 | $329,000 | +5.1% | 8,607 | -3.2% | 0.02% | -7.4% |
| Q2 2018 | $313,000 | -4.0% | 8,896 | -8.4% | 0.03% | 0.0% |
| Q1 2018 | $326,000 | – | 9,712 | – | 0.03% | – |
Download | ||||||
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% |