SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 414 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $10,000 | -23.1% | 200 | +3.6% | 0.00% | -25.0% |
| Q1 2022 | $13,000 | +18.2% | 193 | +28.7% | 0.00% | +33.3% |
| Q4 2021 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | +11.1% | 150 | +11.1% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 135 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $7,000 | 0.0% | 135 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $7,000 | +16.7% | 135 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $6,000 | +50.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -50.0% | 135 | -31.8% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | – | 198 | – | 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% |