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 | $618,883 | -83.7% | 10,440 | -77.1% | 0.00% | -85.7% |
| Q2 2023 | $3,785,683 | +438.4% | 45,501 | +258.2% | 0.01% | +366.7% |
| Q1 2023 | $703,183 | +383.5% | 12,702 | +342.6% | 0.00% | +200.0% |
| Q4 2022 | $145,423 | -31.1% | 2,870 | -31.8% | 0.00% | 0.0% |
| Q3 2022 | $211,000 | -86.8% | 4,211 | -86.2% | 0.00% | -91.7% |
| Q2 2022 | $1,601,000 | +53266.7% | 30,621 | +69493.2% | 0.01% | – |
| Q1 2022 | $3,000 | -99.7% | 44 | -99.7% | 0.00% | -100.0% |
| Q4 2021 | $1,081,000 | – | 14,918 | – | 0.01% | – |
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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% |