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 | $1,383 | -13.0% | 23,337 | -10.4% | 0.12% | +32.2% |
| Q2 2023 | $1,590 | +29.8% | 26,054 | +7.8% | 0.09% | +64.2% |
| Q1 2023 | $1,225 | 0.0% | 24,179 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $1,225 | -99.8% | 24,179 | +70.0% | 0.05% | +65.6% |
| Q3 2022 | $712,000 | -80.0% | 14,221 | -84.5% | 0.03% | -77.0% |
| Q2 2019 | $3,552,000 | +8.7% | 91,717 | +4.4% | 0.14% | +4.5% |
| Q1 2019 | $3,269,000 | +42.4% | 87,845 | +24.3% | 0.13% | -29.6% |
| Q4 2018 | $2,296,000 | -42.3% | 70,657 | -32.1% | 0.19% | +27.7% |
| Q3 2018 | $3,979,000 | +221.7% | 104,049 | +195.6% | 0.15% | +228.9% |
| Q2 2018 | $1,237,000 | +497.6% | 35,205 | +2008.1% | 0.04% | +650.0% |
| Q3 2017 | $207,000 | – | 1,670 | – | 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% |