SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,238,176 | -9.7% | 40,429 | -17.3% | 0.12% | -19.3% |
| Q4 2022 | $2,477,508 | +37.0% | 48,895 | +35.6% | 0.15% | +23.0% |
| Q3 2022 | $1,808,000 | +41.5% | 36,061 | +47.5% | 0.12% | +41.9% |
| Q2 2022 | $1,278,000 | -19.7% | 24,449 | +1.8% | 0.09% | -10.4% |
| Q1 2022 | $1,591,000 | -16.3% | 24,025 | -8.4% | 0.10% | -18.6% |
| Q4 2021 | $1,900,000 | +23.2% | 26,218 | +8.9% | 0.12% | +12.4% |
| Q3 2021 | $1,542,000 | +7.5% | 24,080 | +5.7% | 0.10% | +1.9% |
| Q2 2021 | $1,435,000 | -7.7% | 22,785 | -17.3% | 0.10% | -22.6% |
| Q1 2021 | $1,555,000 | -26.5% | 27,560 | -28.0% | 0.13% | -30.0% |
| Q4 2020 | $2,116,000 | +85.5% | 38,285 | +48.3% | 0.19% | +143.6% |
| Q3 2020 | $1,141,000 | +26.4% | 25,823 | +28.5% | 0.08% | -33.3% |
| Q2 2020 | $903,000 | +138.9% | 20,093 | +90.0% | 0.12% | +77.3% |
| Q1 2020 | $378,000 | +51.8% | 10,574 | +77.6% | 0.07% | +106.2% |
| Q4 2019 | $249,000 | +15.3% | 5,954 | +5.2% | 0.03% | -5.9% |
| Q3 2018 | $216,000 | – | 5,659 | – | 0.03% | – |
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% |