SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,351 | +34.2% | 140,876 | +38.1% | 0.05% | +32.4% |
| Q2 2023 | $6,222 | -100.0% | 101,984 | -53.9% | 0.04% | -57.0% |
| Q4 2021 | $16,041,000 | +7.8% | 221,349 | -4.8% | 0.09% | -6.5% |
| Q3 2021 | $14,880,000 | +6455.1% | 232,428 | +6347.4% | 0.09% | +9100.0% |
| Q2 2021 | $227,000 | +12.9% | 3,605 | +1.3% | 0.00% | -50.0% |
| Q1 2021 | $201,000 | +1.5% | 3,557 | -0.7% | 0.00% | 0.0% |
| Q4 2020 | $198,000 | -97.5% | 3,581 | -97.7% | 0.00% | -97.4% |
| Q3 2020 | $7,796,000 | +11.7% | 155,578 | +0.2% | 0.08% | -5.0% |
| Q2 2020 | $6,978,000 | +3001.3% | 155,339 | +2368.0% | 0.08% | +1500.0% |
| Q1 2020 | $225,000 | – | 6,294 | – | 0.01% | – |
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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% |