SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,236,274 | +7.7% | 122,069 | +10.8% | 0.32% | +0.9% |
| Q2 2023 | $6,719,468 | +18.3% | 110,137 | +7.4% | 0.32% | -16.6% |
| Q1 2023 | $5,677,710 | +126.2% | 102,560 | +107.0% | 0.38% | +112.9% |
| Q4 2022 | $2,510,144 | +47.0% | 49,539 | +45.3% | 0.18% | +29.0% |
| Q3 2022 | $1,708,000 | +46.5% | 34,101 | +52.9% | 0.14% | +29.0% |
| Q2 2022 | $1,166,000 | +14.1% | 22,296 | +44.4% | 0.11% | +28.9% |
| Q1 2022 | $1,022,000 | +23.3% | 15,436 | +35.0% | 0.08% | -4.6% |
| Q4 2021 | $829,000 | +90.1% | 11,434 | +67.9% | 0.09% | +74.0% |
| Q3 2021 | $436,000 | +31.7% | 6,808 | +29.6% | 0.05% | +28.2% |
| Q2 2021 | $331,000 | -26.1% | 5,255 | -33.8% | 0.04% | -33.9% |
| Q1 2021 | $448,000 | +4.7% | 7,944 | +2.6% | 0.06% | +5.4% |
| Q4 2020 | $428,000 | -5.5% | 7,741 | -14.3% | 0.06% | -21.1% |
| Q3 2020 | $453,000 | -4.0% | 9,036 | -14.1% | 0.07% | -12.3% |
| Q2 2020 | $472,000 | – | 10,518 | – | 0.08% | – |
Download | ||||||
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% |