SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $305,000 | -78.7% | 4,594 | -76.7% | 0.46% | -57.9% |
| Q4 2021 | $1,430,000 | -65.6% | 19,699 | -69.6% | 1.09% | +4.8% |
| Q3 2021 | $4,152,000 | +20.3% | 64,849 | +6.0% | 1.04% | +8.8% |
| Q1 2021 | $3,452,000 | -0.7% | 61,207 | -2.7% | 0.96% | -5.0% |
| Q4 2020 | $3,478,000 | +57.7% | 62,902 | +43.0% | 1.01% | +39.5% |
| Q3 2020 | $2,205,000 | +8.9% | 43,993 | -1.4% | 0.72% | +8.1% |
| Q2 2020 | $2,024,000 | +33.9% | 44,631 | +0.8% | 0.67% | +11.9% |
| Q1 2020 | $1,512,000 | +37700.0% | 44,267 | +42464.4% | 0.60% | +59800.0% |
| Q1 2019 | $4,000 | – | 104 | – | 0.00% | – |
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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% |