SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 77 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,945 | +12.6% | 10,458 | +5.2% | 0.06% | +23.9% |
| Q1 2023 | $550,352 | +865.5% | 9,941 | +564.5% | 0.05% | +253.8% |
| Q3 2018 | $57,000 | -25.0% | 1,496 | -34.4% | 0.01% | -27.8% |
| Q1 2018 | $76,000 | +1.3% | 2,279 | +0.3% | 0.02% | 0.0% |
| Q4 2017 | $75,000 | +7.1% | 2,272 | +301.4% | 0.02% | 0.0% |
| Q3 2017 | $70,000 | +4.5% | 566 | +0.4% | 0.02% | -5.3% |
| Q2 2017 | $67,000 | -4.3% | 564 | -14.9% | 0.02% | -13.6% |
| Q1 2017 | $70,000 | 0.0% | 663 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $70,000 | 0.0% | 663 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $70,000 | +4.5% | 663 | +0.3% | 0.02% | -4.3% |
| Q2 2016 | $67,000 | – | 661 | – | 0.02% | – |
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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% |