SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,897,923 | +10.3% | 59,913 | +0.5% | 2.83% | +4.9% |
| Q3 2023 | $3,534,843 | -3.0% | 59,630 | -0.2% | 2.70% | +1.8% |
| Q2 2023 | $3,644,045 | +109101.2% | 59,729 | -0.9% | 2.65% | +3.8% |
| Q1 2023 | $3,337 | -31.4% | 60,275 | -37.2% | 2.55% | -30.2% |
| Q4 2022 | $4,867 | -99.9% | 96,050 | -0.3% | 3.66% | -7.2% |
| Q3 2022 | $4,827,000 | -5.1% | 96,337 | -1.0% | 3.94% | -1.7% |
| Q2 2022 | $5,085,000 | -31.1% | 97,272 | -4.4% | 4.01% | -15.2% |
| Q1 2022 | $7,376,000 | 0.0% | 101,785 | 0.0% | 4.73% | 0.0% |
| Q4 2021 | $7,376,000 | +13.3% | 101,785 | +0.1% | 4.73% | +6.0% |
| Q3 2021 | $6,511,000 | -6.1% | 101,706 | -7.6% | 4.46% | -1.3% |
| Q2 2021 | $6,935,000 | +11.9% | 110,125 | +0.2% | 4.52% | +2.4% |
| Q1 2021 | $6,199,000 | +15.2% | 109,905 | +12.9% | 4.41% | +15.9% |
| Q4 2020 | $5,383,000 | – | 97,355 | – | 3.81% | – |
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% |