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 | $402,238 | -4.8% | 6,785 | -2.0% | 0.03% | 0.0% |
| Q2 2023 | $422,507 | +4.8% | 6,925 | -4.9% | 0.03% | 0.0% |
| Q1 2023 | $403,124 | +40.5% | 7,282 | +28.6% | 0.03% | +33.3% |
| Q4 2022 | $286,944 | -0.7% | 5,663 | -1.9% | 0.02% | -11.1% |
| Q3 2022 | $289,000 | -18.8% | 5,772 | -15.2% | 0.03% | -15.6% |
| Q2 2022 | $356,000 | -22.8% | 6,804 | -2.3% | 0.03% | -11.1% |
| Q1 2022 | $461,000 | -8.9% | 6,961 | -0.3% | 0.04% | -5.3% |
| Q4 2021 | $506,000 | -19.0% | 6,980 | -28.6% | 0.04% | -25.5% |
| Q3 2021 | $625,000 | +0.2% | 9,771 | -1.4% | 0.05% | -1.9% |
| Q2 2021 | $624,000 | +10.4% | 9,907 | -1.0% | 0.05% | +8.3% |
| Q1 2021 | $565,000 | +0.7% | 10,006 | -1.4% | 0.05% | -35.1% |
| Q4 2020 | $561,000 | +52.9% | 10,145 | +24.2% | 0.07% | -17.8% |
| Q2 2020 | $367,000 | +23.6% | 8,170 | -1.5% | 0.09% | +1.1% |
| Q1 2020 | $297,000 | -31.7% | 8,296 | -20.1% | 0.09% | -12.7% |
| Q4 2019 | $435,000 | +4.1% | 10,388 | -3.2% | 0.10% | -4.7% |
| Q3 2019 | $418,000 | – | 10,736 | – | 0.11% | – |
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% |