SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,523 | +59.5% | 7,718 | +64.1% | 0.04% | +59.1% |
| Q2 2023 | $286,930 | +5926.7% | 4,703 | +5368.6% | 0.02% | – |
| Q1 2023 | $4,761 | -63.4% | 86 | -64.0% | 0.00% | -100.0% |
| Q1 2021 | $13,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 239 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 239 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | – | 239 | – | 0.00% | – |
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% |