SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,644 | +267.8% | 27,738 | +278.9% | 0.08% | +305.3% |
| Q2 2023 | $447 | -69.3% | 7,321 | -72.2% | 0.02% | -67.8% |
| Q1 2023 | $1,456 | -99.8% | 26,300 | +42.0% | 0.06% | +13.5% |
| Q2 2022 | $968,000 | -56.8% | 18,519 | -45.3% | 0.05% | -32.5% |
| Q1 2022 | $2,241,000 | +161.5% | 33,846 | +153.0% | 0.08% | +126.5% |
| Q3 2021 | $857,000 | +16.0% | 13,379 | +14.0% | 0.03% | -8.1% |
| Q2 2021 | $739,000 | +0.4% | 11,736 | -11.9% | 0.04% | -26.0% |
| Q4 2020 | $736,000 | -54.8% | 13,315 | -59.0% | 0.05% | -58.7% |
| Q3 2020 | $1,628,000 | +250.9% | 32,482 | +214.4% | 0.12% | +227.0% |
| Q2 2020 | $464,000 | – | 10,333 | – | 0.04% | – |
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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% |