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 | $1,963 | -88.7% | 33 | -88.4% | 0.00% | -100.0% |
| Q2 2023 | $17,390 | +34.8% | 285 | +22.3% | 0.00% | 0.0% |
| Q1 2023 | $12,899 | +218.2% | 233 | +191.2% | 0.00% | +100.0% |
| Q4 2022 | $4,054 | +1.4% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -76.2% | 80 | -83.0% | 0.00% | -75.0% |
| Q2 2020 | $21,000 | -36.4% | 470 | -49.2% | 0.00% | -50.0% |
| Q1 2020 | $33,000 | -17.5% | 926 | -10.7% | 0.01% | -38.5% |
| Q2 2019 | $40,000 | +2.6% | 1,037 | +2.9% | 0.01% | -18.8% |
| Q3 2018 | $39,000 | – | 1,008 | – | 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% |