SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,738 | +17.9% | 6,237 | +21.4% | 0.02% | +21.4% |
| Q2 2023 | $313,537 | +10.4% | 5,139 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $283,994 | +9.5% | 5,130 | +0.2% | 0.01% | -84.3% |
| Q4 2022 | $259,435 | -28.9% | 5,120 | -49.8% | 0.09% | +67.9% |
| Q1 2020 | $365,000 | -80.0% | 10,207 | -76.6% | 0.05% | -33.8% |
| Q4 2019 | $1,827,000 | +278.3% | 43,590 | +259.3% | 0.08% | +35.6% |
| Q3 2019 | $483,000 | – | 12,131 | 0.0% | 0.06% | – |
| Q2 2019 | $0 | -100.0% | 12,131 | +20.1% | 0.00% | -100.0% |
| Q1 2019 | $376,000 | – | 10,100 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 1,263,878 | $91,593,000 | 26.48% |
| Investments & Financial Planning, LLC | 347,687 | $22,864,000 | 20.52% |
| NICOLET ADVISORY SERVICES, LLC | 1,953,912 | $141,600,000 | 17.41% |
| Measured Wealth Private Client Group, LLC | 667,038 | $48,340,000 | 17.08% |
| ACUTE INVESTMENT ADVISORY, LLC | 300,905 | $21,807,000 | 15.92% |
| Compton Financial Group, LLC | 537,076 | $38,922,000 | 15.83% |
| Willis Johnson & Associates, Inc. | 1,572,806 | $113,981,000 | 14.71% |
| Hofer & Associates. Inc | 220,243 | $15,961,000 | 14.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 417,283 | $30,240,000 | 14.34% |
| RESTON WEALTH MANAGEMENT LLC | 406,605 | $29,467,000 | 14.30% |