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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,602,006 | +2.2% | 51,352 | +1.0% | 0.93% | +1.5% |
| Q3 2022 | $2,546,000 | +250.2% | 50,824 | +265.6% | 0.92% | +262.2% |
| Q2 2022 | $727,000 | -78.0% | 13,900 | -72.1% | 0.25% | -70.6% |
| Q1 2022 | $3,303,000 | -33.8% | 49,889 | -27.6% | 0.86% | -33.4% |
| Q4 2021 | $4,993,000 | -19.1% | 68,904 | -28.5% | 1.30% | -33.5% |
| Q3 2021 | $6,172,000 | +106.8% | 96,413 | +103.5% | 1.95% | +81.1% |
| Q2 2021 | $2,984,000 | -31.1% | 47,388 | -58.1% | 1.08% | -14.5% |
| Q3 2018 | $4,328,000 | – | 113,180 | – | 1.26% | – |
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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% |