SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,785 | -43.4% | 2,105 | -41.7% | 0.01% | -40.0% |
| Q2 2023 | $220,373 | +155.5% | 3,612 | +131.8% | 0.02% | +150.0% |
| Q1 2023 | $86,243 | -39.4% | 1,558 | -44.5% | 0.01% | -45.5% |
| Q4 2022 | $142,237 | +0.2% | 2,807 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $142,000 | +61.4% | 2,807 | +67.0% | 0.01% | +116.7% |
| Q2 2022 | $88,000 | -17.8% | 1,681 | +4.7% | 0.01% | -25.0% |
| Q1 2022 | $107,000 | -71.5% | 1,606 | -69.1% | 0.01% | -66.7% |
| Q4 2021 | $376,000 | +161.1% | 5,198 | +131.5% | 0.02% | +140.0% |
| Q3 2021 | $144,000 | +10.8% | 2,245 | +9.0% | 0.01% | +11.1% |
| Q2 2021 | $130,000 | +12.1% | 2,059 | 0.0% | 0.01% | +12.5% |
| Q1 2021 | $116,000 | – | 2,059 | – | 0.01% | – |
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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% |