SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,544 | -2.8% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $292,848 | +10.2% | 4,800 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $265,728 | +9.3% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $243,216 | +1.3% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $240,000 | -15.2% | 4,800 | 0.0% | 0.01% | -18.2% |
| Q2 2022 | $283,000 | -11.0% | 4,800 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $318,000 | -8.6% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $348,000 | +13.4% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $307,000 | +1.7% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $302,000 | +11.4% | 4,800 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $271,000 | +2.3% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $265,000 | +10.0% | 4,800 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $241,000 | +11.6% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $216,000 | – | 4,800 | – | 0.01% | – |
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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% |