SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $40,663 | +16.1% | 625 | +5.8% | 0.02% | +5.3% |
Q3 2023 | $35,034 | -2.8% | 591 | 0.0% | 0.02% | +5.6% |
Q2 2023 | $36,057 | +10.2% | 591 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $32,718 | +9.3% | 591 | 0.0% | 0.02% | +5.9% |
Q4 2022 | $29,946 | -0.2% | 591 | 0.0% | 0.02% | -5.6% |
Q3 2022 | $30,000 | -42.3% | 591 | -40.4% | 0.02% | -35.7% |
Q2 2022 | $52,000 | -21.2% | 991 | 0.0% | 0.03% | -6.7% |
Q1 2022 | $66,000 | -8.3% | 991 | 0.0% | 0.03% | -6.2% |
Q4 2021 | $72,000 | +14.3% | 991 | 0.0% | 0.03% | +6.7% |
Q3 2021 | $63,000 | +1.6% | 991 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $62,000 | +10.7% | 991 | 0.0% | 0.03% | +7.1% |
Q1 2021 | $56,000 | +1.8% | 991 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $55,000 | +10.0% | 991 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $50,000 | +13.6% | 991 | +2.1% | 0.03% | +7.7% |
Q2 2020 | $44,000 | +25.7% | 971 | 0.0% | 0.03% | +4.0% |
Q1 2020 | $35,000 | -12.5% | 971 | +2.5% | 0.02% | +13.6% |
Q4 2019 | $40,000 | – | 947 | – | 0.02% | – |
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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% |