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 | $1,607,851 | -23.5% | 27,123 | -21.2% | 0.00% | -50.0% |
| Q2 2023 | $2,101,245 | +67.1% | 34,441 | +51.6% | 0.00% | +100.0% |
| Q1 2023 | $1,257,281 | +59.0% | 22,711 | +45.5% | 0.00% | 0.0% |
| Q4 2022 | $790,908 | -32.0% | 15,609 | -32.7% | 0.00% | 0.0% |
| Q3 2022 | $1,163,000 | +9.0% | 23,204 | +13.7% | 0.00% | -50.0% |
| Q2 2022 | $1,067,000 | -25.3% | 20,417 | -5.4% | 0.00% | +100.0% |
| Q1 2022 | $1,429,000 | -18.9% | 21,590 | -56.2% | 0.00% | -75.0% |
| Q1 2020 | $1,762,000 | – | 49,311 | – | 0.00% | – |
Download | ||||||
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% |