SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,662,173 | +65.0% | 28,039 | +69.8% | 0.15% | +35.1% |
| Q2 2023 | $1,007,485 | +28.8% | 16,513 | +16.8% | 0.11% | -18.0% |
| Q1 2023 | $782,373 | +6.3% | 14,132 | -2.7% | 0.14% | +43.3% |
| Q4 2022 | $735,931 | +9.7% | 14,524 | +8.4% | 0.10% | +18.3% |
| Q3 2022 | $671,000 | +51.5% | 13,396 | +58.0% | 0.08% | +54.7% |
| Q2 2022 | $443,000 | -17.0% | 8,476 | +5.1% | 0.05% | -18.5% |
| Q1 2022 | $534,000 | -8.4% | 8,066 | +0.3% | 0.06% | -45.4% |
| Q4 2021 | $583,000 | – | 8,039 | – | 0.12% | – |
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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% |