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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,011,860 | +8.0% | 17,069 | +11.2% | 0.08% | +7.8% |
| Q2 2023 | $936,634 | +13.3% | 15,352 | +2.8% | 0.08% | +4.1% |
| Q1 2023 | $826,650 | +301597.1% | 14,932 | +295.1% | 0.07% | +174.1% |
| Q4 2022 | $274 | -99.9% | 3,779 | -50.8% | 0.03% | -35.7% |
| Q3 2022 | $385,000 | +16.7% | 7,676 | +21.7% | 0.04% | +20.0% |
| Q2 2022 | $330,000 | +18.7% | 6,309 | +50.5% | 0.04% | +34.6% |
| Q1 2022 | $278,000 | +1.5% | 4,193 | +11.0% | 0.03% | -3.7% |
| Q4 2021 | $274,000 | +13600.0% | 3,779 | +6898.1% | 0.03% | +2600.0% |
| Q3 2018 | $2,000 | – | 54 | – | 0.00% | – |
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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% |