SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $709,968 | +12.0% | 11,976 | +15.3% | 0.06% | +7.1% |
| Q2 2023 | $633,725 | +12.6% | 10,387 | +2.1% | 0.06% | +5.7% |
| Q1 2023 | $563,050 | +94055.5% | 10,170 | -13.9% | 0.05% | -11.7% |
| Q4 2022 | $598 | -99.9% | 11,817 | +13.0% | 0.06% | +25.0% |
| Q3 2022 | $523,000 | +52.5% | 10,458 | +59.0% | 0.05% | +33.3% |
| Q2 2022 | $343,000 | -74.8% | 6,579 | -82.3% | 0.04% | -85.1% |
| Q2 2019 | $1,360,000 | – | 37,235 | – | 0.24% | – |
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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% |