SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 48 filers reported holding SPDR SER TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,873 | +325.5% | 15,315 | +337.9% | 0.01% | +133.3% |
| Q2 2023 | $213,352 | +789.0% | 3,497 | +707.6% | 0.00% | +200.0% |
| Q4 2020 | $24,000 | +9.1% | 433 | +0.2% | 0.00% | -50.0% |
| Q3 2020 | $22,000 | +15.8% | 432 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 431 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 430 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | +6.2% | 427 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 425 | +0.2% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 424 | +0.5% | 0.00% | -50.0% |
| Q4 2018 | $14,000 | -12.5% | 422 | +0.5% | 0.00% | -20.0% |
| Q3 2018 | $16,000 | +6.7% | 420 | +0.2% | 0.01% | -54.5% |
| Q2 2018 | $15,000 | +7.1% | 419 | +0.5% | 0.01% | +37.5% |
| Q1 2018 | $14,000 | +7.7% | 417 | +301.0% | 0.01% | -33.3% |
| Q3 2017 | $13,000 | +8.3% | 104 | +1.0% | 0.01% | +140.0% |
| Q2 2017 | $12,000 | 0.0% | 103 | 0.0% | 0.01% | -28.6% |
| Q1 2017 | $12,000 | +9.1% | 103 | +1.0% | 0.01% | -36.4% |
| Q3 2016 | $11,000 | +10.0% | 102 | 0.0% | 0.01% | +10.0% |
| Q2 2016 | $10,000 | 0.0% | 102 | +1.0% | 0.01% | -50.0% |
| Q1 2016 | $10,000 | 0.0% | 101 | 0.0% | 0.02% | -57.4% |
| Q4 2015 | $10,000 | +11.1% | 101 | +1.0% | 0.05% | +95.8% |
| Q3 2015 | $9,000 | -10.0% | 100 | 0.0% | 0.02% | +41.2% |
| Q2 2015 | $10,000 | 0.0% | 100 | 0.0% | 0.02% | +6.2% |
| Q1 2015 | $10,000 | 0.0% | 100 | 0.0% | 0.02% | -52.9% |
| Q4 2014 | $10,000 | -44.4% | 100 | -50.0% | 0.03% | +36.0% |
| Q3 2014 | $18,000 | +100.0% | 200 | +100.0% | 0.02% | -3.8% |
| Q2 2014 | $9,000 | 0.0% | 100 | 0.0% | 0.03% | +13.0% |
| Q1 2014 | $9,000 | 0.0% | 100 | 0.0% | 0.02% | +15.0% |
| Q4 2013 | $9,000 | +12.5% | 100 | 0.0% | 0.02% | -42.9% |
| Q3 2013 | $8,000 | +14.3% | 100 | 0.0% | 0.04% | +337.5% |
| Q2 2013 | $7,000 | – | 100 | – | 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% |