SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | +66.7% | 193 | +69.3% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 114 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -96.9% | 113 | -96.4% | 0.00% | -95.8% |
| Q4 2021 | $226,000 | +24.9% | 3,125 | +10.7% | 0.02% | +20.0% |
| Q3 2021 | $181,000 | -7.7% | 2,824 | -9.3% | 0.02% | -9.1% |
| Q2 2021 | $196,000 | +6433.3% | 3,115 | +5364.9% | 0.02% | – |
| Q1 2021 | $3,000 | – | 57 | +850.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 6 | -99.8% | 0.00% | -100.0% |
| Q3 2020 | $138,000 | -5.5% | 2,754 | -8.4% | 0.03% | -6.5% |
| Q2 2020 | $146,000 | -32.7% | 3,006 | -44.1% | 0.03% | -46.6% |
| Q1 2020 | $217,000 | +50.7% | 5,377 | +67.7% | 0.06% | +70.6% |
| Q4 2019 | $144,000 | – | 3,207 | – | 0.03% | – |
Download | ||||||
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% |