SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 130 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $688,656 | -2.8% | 11,617 | 0.0% | 0.08% | -1.2% |
Q2 2023 | $708,753 | +10.2% | 11,617 | 0.0% | 0.08% | -4.5% |
Q1 2023 | $643,117 | +9.3% | 11,617 | 0.0% | 0.09% | +3.5% |
Q4 2022 | $588,633 | +1.1% | 11,617 | 0.0% | 0.08% | -15.0% |
Q3 2022 | $582,000 | -4.1% | 11,617 | 0.0% | 0.10% | -1.0% |
Q2 2022 | $607,000 | -15.1% | 11,617 | +7.5% | 0.10% | -24.6% |
Q1 2022 | $715,000 | -9.4% | 10,803 | -0.8% | 0.13% | +3.9% |
Q4 2021 | $789,000 | +13.2% | 10,890 | 0.0% | 0.13% | -16.8% |
Q3 2021 | $697,000 | -1.7% | 10,890 | -3.2% | 0.16% | -9.9% |
Q2 2021 | $709,000 | +3.1% | 11,253 | -7.7% | 0.17% | -8.5% |
Q1 2021 | $688,000 | +0.6% | 12,195 | -1.4% | 0.19% | -10.9% |
Q4 2020 | $684,000 | +7.9% | 12,364 | -2.3% | 0.21% | -5.4% |
Q3 2020 | $634,000 | +9.1% | 12,652 | -2.2% | 0.22% | -3.9% |
Q2 2020 | $581,000 | +20.5% | 12,931 | -4.2% | 0.23% | +5.0% |
Q1 2020 | $482,000 | -15.6% | 13,497 | -1.0% | 0.22% | +11.1% |
Q4 2019 | $571,000 | +5.9% | 13,629 | -1.7% | 0.20% | +26.8% |
Q3 2019 | $539,000 | -6.9% | 13,859 | -7.3% | 0.16% | -11.8% |
Q2 2019 | $579,000 | +6.4% | 14,955 | +2.3% | 0.18% | +6.0% |
Q1 2019 | $544,000 | +13.1% | 14,625 | -1.1% | 0.17% | +0.6% |
Q4 2018 | $481,000 | -15.0% | 14,795 | 0.0% | 0.17% | -9.2% |
Q3 2018 | $566,000 | +8.8% | 14,795 | 0.0% | 0.18% | -30.3% |
Q2 2018 | $520,000 | +4.8% | 14,795 | 0.0% | 0.26% | -1.9% |
Q1 2018 | $496,000 | +0.6% | 14,795 | -1.0% | 0.27% | -1.5% |
Q4 2017 | $493,000 | +6.5% | 14,944 | +300.0% | 0.27% | -0.7% |
Q3 2017 | $463,000 | +4.8% | 3,736 | 0.0% | 0.28% | -0.4% |
Q2 2017 | $442,000 | +11.6% | 3,736 | +7.4% | 0.28% | +15.5% |
Q1 2017 | $396,000 | – | 3,480 | – | 0.24% | – |
Download |
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% |