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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,842 | +99700.0% | 1,330 | +3.2% | 0.04% | +2.9% |
| Q2 2023 | $79 | +11.3% | 1,289 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $71 | +9.2% | 1,289 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $65 | -99.9% | 1,289 | -1.8% | 0.03% | 0.0% |
| Q3 2022 | $66,000 | -4.3% | 1,313 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $69,000 | -20.7% | 1,313 | 0.0% | 0.03% | -2.9% |
| Q1 2022 | $87,000 | -8.4% | 1,313 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $95,000 | +13.1% | 1,313 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $84,000 | -2.3% | 1,313 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $86,000 | +16.2% | 1,313 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $74,000 | +1.4% | 1,313 | 0.0% | 0.04% | -2.7% |
| Q4 2020 | $73,000 | +4.3% | 1,313 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $70,000 | +14.8% | 1,313 | -3.7% | 0.04% | -2.6% |
| Q2 2020 | $61,000 | +1.7% | 1,363 | -6.6% | 0.04% | -7.3% |
| Q1 2020 | $60,000 | -1.6% | 1,459 | 0.0% | 0.04% | +2.5% |
| Q4 2019 | $61,000 | +7.0% | 1,459 | 0.0% | 0.04% | -2.4% |
| Q3 2019 | $57,000 | 0.0% | 1,459 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $57,000 | +5.6% | 1,459 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $54,000 | – | 1,459 | – | 0.04% | – |
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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% |