SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200,549 | +0.2% | 37,121 | +3.1% | 0.20% | -1.0% |
| Q2 2023 | $2,196,076 | +5.7% | 35,995 | -4.1% | 0.20% | -1.4% |
| Q1 2023 | $2,078,108 | +7.2% | 37,538 | -1.9% | 0.21% | +0.5% |
| Q4 2022 | $1,938,255 | +2.1% | 38,253 | +1.0% | 0.21% | -1.9% |
| Q3 2022 | $1,898,000 | -1.2% | 37,878 | +3.1% | 0.21% | +3.9% |
| Q2 2022 | $1,921,000 | -23.2% | 36,743 | -2.7% | 0.20% | -8.1% |
| Q1 2022 | $2,500,000 | -1.9% | 37,762 | +7.3% | 0.22% | +9.4% |
| Q4 2021 | $2,549,000 | +30.6% | 35,179 | +15.4% | 0.20% | +20.2% |
| Q3 2021 | $1,952,000 | +7.7% | 30,488 | +5.9% | 0.17% | +9.1% |
| Q2 2021 | $1,812,000 | +8.1% | 28,780 | +4.0% | 0.15% | +6.2% |
| Q1 2021 | $1,677,000 | +15.7% | 27,664 | +5.5% | 0.14% | +5.1% |
| Q4 2020 | $1,450,000 | +15.5% | 26,230 | +4.7% | 0.14% | +1.5% |
| Q3 2020 | $1,255,000 | – | 25,048 | – | 0.14% | – |
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% |