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 2023 | $79,199 | -21.5% | 1,336 | -19.2% | 0.02% | -16.7% |
| Q2 2023 | $100,927 | +10.3% | 1,654 | +0.1% | 0.02% | +12.5% |
| Q1 2023 | $91,526 | +9.3% | 1,653 | +0.1% | 0.02% | +14.3% |
| Q4 2022 | $83,719 | +0.9% | 1,652 | +0.1% | 0.01% | -12.5% |
| Q3 2022 | $83,000 | -6.7% | 1,651 | -3.3% | 0.02% | 0.0% |
| Q2 2022 | $89,000 | +270.8% | 1,707 | +361.4% | 0.02% | +300.0% |
| Q1 2022 | $24,000 | -7.7% | 370 | +3.6% | 0.00% | -20.0% |
| Q4 2021 | $26,000 | +18.2% | 357 | +3.8% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 344 | +3.6% | 0.01% | +25.0% |
| Q2 2021 | $21,000 | – | 332 | – | 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% |