SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,251,658 | +5.3% | 88,591 | +8.4% | 0.06% | +3.5% |
Q2 2023 | $4,986,618 | +16.7% | 81,734 | +5.9% | 0.06% | +9.6% |
Q1 2023 | $4,274,161 | +50.5% | 77,207 | +37.8% | 0.05% | +36.8% |
Q4 2022 | $2,839,477 | -3.2% | 56,039 | -4.3% | 0.04% | -15.6% |
Q3 2022 | $2,934,000 | +11.4% | 58,558 | +16.3% | 0.04% | +12.5% |
Q2 2022 | $2,633,000 | +43.9% | 50,371 | +82.8% | 0.04% | +60.0% |
Q1 2022 | $1,830,000 | -22.2% | 27,555 | -15.1% | 0.02% | -28.6% |
Q4 2021 | $2,351,000 | +14.9% | 32,439 | +1.4% | 0.04% | +2.9% |
Q3 2021 | $2,046,000 | -1.7% | 32,002 | -3.1% | 0.03% | -10.5% |
Q2 2021 | $2,082,000 | +31.9% | 33,011 | +18.0% | 0.04% | +11.8% |
Q1 2021 | $1,578,000 | +3.3% | 27,967 | +1.0% | 0.03% | -5.6% |
Q4 2020 | $1,528,000 | -32.1% | 27,680 | -38.3% | 0.04% | 0.0% |
Q3 2020 | $2,249,000 | +93.4% | 44,850 | +73.2% | 0.04% | +5.9% |
Q2 2020 | $1,163,000 | +60.0% | 25,902 | +27.0% | 0.03% | +54.5% |
Q1 2020 | $727,000 | -8.7% | 20,396 | +7.4% | 0.02% | +22.2% |
Q4 2019 | $796,000 | +7.9% | 18,988 | +0.2% | 0.02% | -40.0% |
Q3 2019 | $738,000 | -55.6% | 18,950 | -55.9% | 0.03% | -58.9% |
Q2 2019 | $1,663,000 | -17.3% | 42,945 | -20.5% | 0.07% | -31.8% |
Q1 2019 | $2,011,000 | +3.1% | 54,047 | -10.1% | 0.11% | -67.4% |
Q4 2018 | $1,950,000 | – | 60,099 | – | 0.33% | – |
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% |