SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $396,992 | +24.0% | 6,507 | +3.0% | 0.01% | +11.1% |
Q4 2022 | $320,184 | -51.9% | 6,319 | -31.2% | 0.01% | -78.0% |
Q4 2021 | $665,000 | -2.6% | 9,178 | -14.0% | 0.04% | -24.1% |
Q3 2021 | $683,000 | +178.8% | 10,666 | +140.8% | 0.05% | +107.7% |
Q4 2020 | $245,000 | -87.9% | 4,429 | -89.1% | 0.03% | -80.0% |
Q3 2020 | $2,027,000 | +230.7% | 40,459 | +196.3% | 0.13% | +202.3% |
Q2 2020 | $613,000 | -77.5% | 13,656 | -82.1% | 0.04% | -78.3% |
Q1 2020 | $2,730,000 | +612.8% | 76,382 | +735.6% | 0.20% | +760.9% |
Q4 2019 | $383,000 | +29.4% | 9,141 | +19.9% | 0.02% | -11.5% |
Q3 2019 | $296,000 | – | 7,624 | – | 0.03% | – |
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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% |