SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,848,724 | +2.2% | 162,950 | +3.0% | 0.60% | +6.2% |
Q2 2023 | $9,641,068 | +11.5% | 158,258 | +1.3% | 0.56% | +2.6% |
Q1 2023 | $8,647,090 | +24.3% | 156,197 | +13.7% | 0.55% | +16.6% |
Q4 2022 | $6,958,168 | +14.3% | 137,323 | +13.0% | 0.47% | +0.9% |
Q3 2022 | $6,087,000 | +22.0% | 121,502 | +27.3% | 0.47% | +25.9% |
Q2 2022 | $4,991,000 | -17.0% | 95,465 | +5.1% | 0.37% | -6.3% |
Q1 2022 | $6,013,000 | – | 90,813 | – | 0.40% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Directions Investment Advisors, LLC | 1,263,878 | $91,593,000 | 26.48% |
Investments & Financial Planning, LLC | 347,687 | $22,864,000 | 20.52% |
NICOLET ADVISORY SERVICES, LLC | 1,953,912 | $141,600,000 | 17.41% |
Measured Wealth Private Client Group, LLC | 667,038 | $48,340,000 | 17.08% |
ACUTE INVESTMENT ADVISORY, LLC | 300,905 | $21,807,000 | 15.92% |
Compton Financial Group, LLC | 537,076 | $38,922,000 | 15.83% |
Willis Johnson & Associates, Inc. | 1,572,806 | $113,981,000 | 14.71% |
Hofer & Associates. Inc | 220,243 | $15,961,000 | 14.45% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 417,283 | $30,240,000 | 14.34% |
RESTON WEALTH MANAGEMENT LLC | 406,605 | $29,467,000 | 14.30% |