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 2022 | $8,000 | -38.5% | 165 | -32.7% | 0.00% | -100.0% |
| Q2 2022 | $13,000 | -18.8% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -11.1% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | -48.6% | 245 | -54.8% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | +75.0% | 542 | +74.8% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +17.6% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 310 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 310 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +27.3% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -15.4% | 310 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 310 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +20.0% | 310 | -3.1% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 320 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 320 | +300.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | – | 80 | – | 0.00% | – |
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% |