SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,092 | -2.5% | 120 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $7,277 | +10.6% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,582 | -61.3% | 119 | -65.4% | 0.00% | -71.4% |
| Q3 2022 | $17,000 | -5.6% | 344 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -21.7% | 343 | +0.3% | 0.01% | -12.5% |
| Q1 2022 | $23,000 | -8.0% | 342 | +0.3% | 0.01% | -20.0% |
| Q4 2021 | $25,000 | +13.6% | 341 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 341 | +0.3% | 0.01% | +11.1% |
| Q2 2021 | $21,000 | +10.5% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | 0.0% | 340 | +0.3% | 0.01% | +28.6% |
| Q4 2020 | $19,000 | +11.8% | 339 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 338 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +25.0% | 337 | +0.3% | 0.01% | -12.5% |
| Q1 2020 | $12,000 | -14.3% | 336 | +0.3% | 0.01% | +33.3% |
| Q4 2019 | $14,000 | +7.7% | 335 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 334 | +0.3% | 0.01% | -14.3% |
| Q2 2019 | $13,000 | +8.3% | 333 | +0.6% | 0.01% | +16.7% |
| Q1 2019 | $12,000 | +9.1% | 331 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 330 | +0.3% | 0.01% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 329 | +0.3% | 0.01% | -14.3% |
| Q2 2018 | $12,000 | +9.1% | 328 | +0.3% | 0.01% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 327 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 326 | +302.5% | 0.01% | +16.7% |
| Q3 2017 | $10,000 | 0.0% | 81 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $10,000 | +11.1% | 81 | 0.0% | 0.01% | +16.7% |
| Q1 2017 | $9,000 | +12.5% | 81 | +1.2% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | – | 80 | – | 0.01% | – |
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% |