SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 171 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,334,000 | +26.8% | 207,796 | +0.9% | 5.30% | +19.9% |
| Q1 2020 | $7,363,000 | -35.6% | 206,037 | -24.4% | 4.42% | -22.5% |
| Q4 2019 | $11,426,000 | +12.6% | 272,650 | +34.6% | 5.71% | +10.0% |
| Q3 2019 | $10,151,000 | +1.0% | 202,569 | -21.9% | 5.18% | -23.5% |
| Q2 2019 | $10,052,000 | +18.1% | 259,529 | +13.4% | 6.78% | +7.9% |
| Q1 2019 | $8,514,000 | +68.3% | 228,815 | +47.0% | 6.28% | +29.1% |
| Q4 2018 | $5,059,000 | +54.0% | 155,667 | +81.2% | 4.86% | +64.5% |
| Q3 2018 | $3,285,000 | +45.5% | 85,913 | +33.7% | 2.96% | +48.6% |
| Q2 2018 | $2,257,000 | +215.2% | 64,257 | +200.9% | 1.99% | +120.0% |
| Q1 2018 | $716,000 | – | 21,357 | – | 0.90% | – |
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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% |