SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $122,000 | -96.7% | 3,200 | -90.2% | 0.00% | -97.0% |
| Q1 2017 | $3,726,000 | +4.4% | 32,770 | -3.2% | 0.03% | +10.0% |
| Q4 2016 | $3,568,000 | -9.7% | 33,870 | -9.8% | 0.03% | -26.8% |
| Q3 2016 | $3,952,000 | +1468.3% | 37,557 | +1406.5% | 0.04% | +1950.0% |
| Q2 2016 | $252,000 | +26.0% | 2,493 | +25.0% | 0.00% | +100.0% |
| Q1 2016 | $200,000 | 0.0% | 1,994 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $200,000 | -85.3% | 1,994 | -86.3% | 0.00% | -87.5% |
| Q3 2015 | $1,361,000 | -39.0% | 14,596 | -35.5% | 0.01% | -46.7% |
| Q2 2015 | $2,230,000 | +74.1% | 22,616 | +74.0% | 0.02% | +87.5% |
| Q1 2015 | $1,281,000 | -4.1% | 12,995 | -5.8% | 0.01% | +14.3% |
| Q4 2014 | $1,336,000 | -48.6% | 13,795 | -54.2% | 0.01% | -36.4% |
| Q1 2014 | $2,600,000 | -51.8% | 30,113 | -52.2% | 0.01% | -50.0% |
| Q4 2013 | $5,391,000 | -30.7% | 63,001 | -37.4% | 0.02% | -31.2% |
| Q3 2013 | $7,780,000 | +1997.0% | 100,688 | +1872.7% | 0.03% | +1500.0% |
| Q2 2013 | $371,000 | – | 5,104 | – | 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% |