SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $425,868 | -2.8% | 7,184 | 0.0% | 0.02% | -9.5% |
Q2 2023 | $438,296 | +10.2% | 7,184 | 0.0% | 0.02% | +5.0% |
Q1 2023 | $397,706 | +9.3% | 7,184 | 0.0% | 0.02% | -4.8% |
Q4 2022 | $364,013 | +1.1% | 7,184 | 0.0% | 0.02% | -8.7% |
Q3 2022 | $360,000 | -4.3% | 7,184 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $376,000 | -6.7% | 7,184 | +18.1% | 0.02% | +9.1% |
Q1 2022 | $403,000 | -8.6% | 6,084 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $441,000 | +13.4% | 6,084 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $389,000 | +1.6% | 6,084 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $383,000 | +11.7% | 6,084 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $343,000 | +2.1% | 6,084 | 0.0% | 0.02% | -4.3% |
Q4 2020 | $336,000 | +10.2% | 6,084 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $305,000 | +11.7% | 6,084 | 0.0% | 0.02% | +4.5% |
Q2 2020 | $273,000 | +25.8% | 6,084 | 0.0% | 0.02% | +4.8% |
Q1 2020 | $217,000 | -43.0% | 6,084 | -33.0% | 0.02% | -19.2% |
Q4 2019 | $381,000 | +7.9% | 9,084 | 0.0% | 0.03% | +4.0% |
Q3 2019 | $353,000 | +0.3% | 9,084 | 0.0% | 0.02% | -3.8% |
Q2 2019 | $352,000 | -47.9% | 9,084 | -50.0% | 0.03% | -3.7% |
Q1 2019 | $676,000 | +134.7% | 18,168 | +105.0% | 0.03% | +3.8% |
Q4 2018 | $288,000 | – | 8,864 | – | 0.03% | – |
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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% |