SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $338,964 | -2.8% | 5,718 | 0.0% | 0.03% | +6.9% |
Q2 2023 | $348,856 | +8.5% | 5,718 | -1.6% | 0.03% | -3.3% |
Q1 2023 | $321,642 | +7.4% | 5,810 | -1.7% | 0.03% | 0.0% |
Q4 2022 | $299,460 | +1.5% | 5,910 | +0.3% | 0.03% | -6.2% |
Q3 2022 | $295,000 | -4.2% | 5,892 | 0.0% | 0.03% | +23.1% |
Q2 2022 | $308,000 | -9.7% | 5,892 | +14.4% | 0.03% | +8.3% |
Q1 2022 | $341,000 | -23.5% | 5,152 | -16.4% | 0.02% | -20.0% |
Q4 2021 | $446,000 | +46.2% | 6,160 | +11.7% | 0.03% | +15.4% |
Q4 2020 | $305,000 | +10.5% | 5,517 | 0.0% | 0.03% | +4.0% |
Q3 2020 | $276,000 | -7.4% | 5,517 | -16.9% | 0.02% | -13.8% |
Q2 2020 | $298,000 | +25.7% | 6,642 | 0.0% | 0.03% | -6.5% |
Q1 2020 | $237,000 | – | 6,642 | – | 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% |