SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,300 | -16.2% | 3,868 | -13.8% | 0.01% | -8.3% |
| Q2 2023 | $273,600 | -6.5% | 4,485 | -15.2% | 0.01% | -14.3% |
| Q1 2023 | $292,770 | +3.6% | 5,288 | -5.2% | 0.01% | 0.0% |
| Q4 2022 | $282,684 | -1.8% | 5,579 | -2.8% | 0.01% | -12.5% |
| Q3 2022 | $288,000 | -3.4% | 5,740 | +0.7% | 0.02% | +6.7% |
| Q2 2022 | $298,000 | -34.6% | 5,700 | -17.2% | 0.02% | -28.6% |
| Q1 2022 | $456,000 | -63.8% | 6,886 | -60.4% | 0.02% | -61.8% |
| Q4 2021 | $1,261,000 | +22.0% | 17,403 | +7.8% | 0.06% | +5.8% |
| Q3 2021 | $1,034,000 | +1.9% | 16,151 | +0.2% | 0.05% | 0.0% |
| Q2 2021 | $1,015,000 | +157.0% | 16,126 | +130.0% | 0.05% | +136.4% |
| Q1 2021 | $395,000 | -11.8% | 7,010 | -13.6% | 0.02% | -18.5% |
| Q4 2020 | $448,000 | +41.3% | 8,111 | +28.4% | 0.03% | +28.6% |
| Q3 2020 | $317,000 | – | 6,317 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 1,263,878 | $91,593,000 | 26.48% |
| Investments & Financial Planning, LLC | 347,687 | $22,864,000 | 20.52% |
| NICOLET ADVISORY SERVICES, LLC | 1,953,912 | $141,600,000 | 17.41% |
| Measured Wealth Private Client Group, LLC | 667,038 | $48,340,000 | 17.08% |
| ACUTE INVESTMENT ADVISORY, LLC | 300,905 | $21,807,000 | 15.92% |
| Compton Financial Group, LLC | 537,076 | $38,922,000 | 15.83% |
| Willis Johnson & Associates, Inc. | 1,572,806 | $113,981,000 | 14.71% |
| Hofer & Associates. Inc | 220,243 | $15,961,000 | 14.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 417,283 | $30,240,000 | 14.34% |
| RESTON WEALTH MANAGEMENT LLC | 406,605 | $29,467,000 | 14.30% |