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 | $547,511 | +16.7% | 9,236 | +20.2% | 0.05% | +23.8% |
| Q2 2023 | $468,984 | +10.4% | 7,687 | +0.2% | 0.04% | +5.0% |
| Q1 2023 | $424,722 | +140.1% | 7,672 | +119.8% | 0.04% | +135.3% |
| Q4 2022 | $176,862 | +489.5% | 3,490 | +476.9% | 0.02% | +466.7% |
| Q3 2022 | $30,000 | +15.4% | 605 | +20.0% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -21.2% | 504 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $33,000 | -54.8% | 503 | -49.8% | 0.00% | -57.1% |
| Q4 2021 | $73,000 | – | 1,002 | +19940.0% | 0.01% | – |
| Q4 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 5 | – | 0.00% | – |
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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% |