SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,348 | -2.7% | 16,166 | +0.1% | 0.03% | 0.0% |
| Q2 2023 | $985,337 | +7.7% | 16,150 | -2.2% | 0.03% | 0.0% |
| Q1 2023 | $914,537 | +9.4% | 16,520 | +0.1% | 0.03% | +3.4% |
| Q4 2022 | $836,090 | +1.5% | 16,501 | +0.3% | 0.03% | -23.7% |
| Q3 2022 | $824,000 | -4.2% | 16,456 | +0.1% | 0.04% | -5.0% |
| Q2 2022 | $860,000 | -20.8% | 16,441 | +0.2% | 0.04% | -13.0% |
| Q1 2022 | $1,086,000 | -13.7% | 16,401 | -5.6% | 0.05% | -6.1% |
| Q4 2021 | $1,259,000 | +13.3% | 17,368 | +0.1% | 0.05% | -9.3% |
| Q3 2021 | $1,111,000 | +1.7% | 17,353 | +0.1% | 0.05% | -6.9% |
| Q2 2021 | $1,092,000 | +5.7% | 17,344 | -5.3% | 0.06% | -1.7% |
| Q1 2021 | $1,033,000 | +2.1% | 18,308 | +0.0% | 0.06% | -4.8% |
| Q4 2020 | $1,012,000 | +13.6% | 18,301 | +2.9% | 0.06% | 0.0% |
| Q3 2020 | $891,000 | – | 17,788 | – | 0.06% | – |
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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% |