SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,246 | -2.8% | 8,422 | +0.0% | 0.06% | 0.0% |
| Q2 2023 | $513,718 | +8.8% | 8,420 | -1.3% | 0.06% | +16.0% |
| Q1 2023 | $472,196 | +107461.7% | 8,530 | -1.7% | 0.05% | +6.4% |
| Q4 2022 | $439 | -99.9% | 8,678 | +12.4% | 0.05% | +2.2% |
| Q3 2022 | $387,000 | -2.8% | 7,719 | +1.5% | 0.05% | +4.5% |
| Q2 2022 | $398,000 | -67.6% | 7,608 | -56.9% | 0.04% | -26.7% |
| Q1 2022 | $1,230,000 | +74.5% | 17,661 | +81.5% | 0.06% | -14.3% |
| Q4 2021 | $705,000 | +9.3% | 9,731 | -3.4% | 0.07% | -5.4% |
| Q3 2021 | $645,000 | +4.0% | 10,071 | -8.3% | 0.07% | -17.8% |
| Q2 2021 | $620,000 | 0.0% | 10,988 | 0.0% | 0.09% | -18.9% |
| Q1 2021 | $620,000 | +169.6% | 10,988 | +163.7% | 0.11% | +141.3% |
| Q4 2020 | $230,000 | -53.1% | 4,167 | -57.4% | 0.05% | -61.7% |
| Q3 2020 | $490,000 | – | 9,779 | – | 0.12% | – |
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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% |