SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,521 | +1005688.9% | 1,527 | +885.2% | 0.00% | – |
| Q1 2023 | $9 | -97.3% | 155 | -97.7% | 0.00% | -100.0% |
| Q4 2022 | $337 | -93.3% | 6,657 | +6063.9% | 0.01% | – |
| Q3 2022 | $5,000 | +66.7% | 108 | +68.8% | 0.00% | – |
| Q2 2022 | $3,000 | – | 64 | +1180.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 5 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $3,302,000 | +321.7% | 51,584 | +314.8% | 0.08% | +320.0% |
| Q2 2021 | $783,000 | +552.5% | 12,435 | +486.0% | 0.02% | +900.0% |
| Q1 2021 | $120,000 | -59.3% | 2,122 | -60.3% | 0.00% | -77.8% |
| Q4 2020 | $295,000 | +14650.0% | 5,341 | +15608.8% | 0.01% | – |
| Q3 2020 | $2,000 | -99.7% | 34 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $656,000 | +181.5% | 14,600 | +124.8% | 0.03% | +92.9% |
| Q1 2020 | $233,000 | +3783.3% | 6,495 | +4410.4% | 0.01% | – |
| Q3 2019 | $6,000 | -99.5% | 144 | -99.5% | 0.00% | -100.0% |
| Q2 2019 | $1,171,000 | +500.5% | 30,236 | +476.1% | 0.08% | +558.3% |
| Q1 2019 | $195,000 | -90.6% | 5,248 | -91.8% | 0.01% | -92.0% |
| Q4 2018 | $2,077,000 | +78.1% | 63,897 | +109.7% | 0.15% | +76.5% |
| Q3 2018 | $1,166,000 | +214.3% | 30,476 | +188.9% | 0.08% | +304.8% |
| Q2 2018 | $371,000 | -69.0% | 10,548 | -70.4% | 0.02% | -79.4% |
| Q1 2018 | $1,195,000 | +1891.7% | 35,640 | +5879.9% | 0.10% | +1600.0% |
| Q2 2016 | $60,000 | +252.9% | 596 | +198.0% | 0.01% | +100.0% |
| Q4 2013 | $17,000 | – | 200 | – | 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% |