SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $365 | -99.9% | 7,207 | +13.5% | 0.00% | – |
| Q3 2021 | $401,000 | +0.5% | 6,347 | -0.0% | 0.00% | – |
| Q2 2021 | $399,000 | +60.2% | 6,348 | +43.4% | 0.00% | – |
| Q1 2021 | $249,000 | – | 4,426 | -27.6% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 6,110 | +772.9% | 0.00% | – |
| Q1 2020 | $25,000 | -76.2% | 700 | -72.1% | 0.00% | – |
| Q4 2019 | $105,000 | +138.6% | 2,511 | +118.3% | 0.00% | – |
| Q3 2019 | $44,000 | -8.3% | 1,150 | -8.1% | 0.00% | – |
| Q2 2019 | $48,000 | +65.5% | 1,252 | +55.3% | 0.00% | – |
| Q1 2019 | $29,000 | +141.7% | 806 | +156.7% | 0.00% | – |
| Q3 2018 | $12,000 | – | 314 | – | 0.00% | – |
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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% |