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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,380 | -99.9% | 22,621 | +32.6% | 0.14% | -9.0% |
| Q3 2021 | $1,092,000 | -55.8% | 17,055 | -56.6% | 0.16% | -61.4% |
| Q2 2021 | $2,472,000 | -30.2% | 39,257 | -37.5% | 0.40% | -39.9% |
| Q1 2021 | $3,541,000 | -21.6% | 62,780 | -23.7% | 0.67% | -10.4% |
| Q4 2020 | $4,516,000 | +960.1% | 82,227 | +868.2% | 0.75% | +607.5% |
| Q3 2020 | $426,000 | -86.8% | 8,493 | -90.6% | 0.11% | -94.8% |
| Q1 2020 | $3,219,000 | -2.0% | 90,064 | +14.9% | 2.04% | +150.9% |
| Q4 2019 | $3,284,000 | -30.6% | 78,368 | -35.6% | 0.81% | -36.5% |
| Q3 2019 | $4,734,000 | +12.1% | 121,723 | +10.0% | 1.28% | +79.5% |
| Q2 2019 | $4,224,000 | +190.3% | 110,612 | +182.8% | 0.71% | +14.8% |
| Q1 2019 | $1,455,000 | – | 39,109 | – | 0.62% | – |
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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% |