SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 411 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $601,000 | -31.3% | 11,502 | -12.9% | 0.20% | -21.4% |
| Q1 2022 | $875,000 | -19.3% | 13,210 | -11.7% | 0.26% | -24.2% |
| Q4 2021 | $1,084,000 | -2.4% | 14,959 | -13.8% | 0.34% | -22.4% |
| Q3 2021 | $1,111,000 | -57.1% | 17,358 | -57.8% | 0.44% | -60.9% |
| Q2 2021 | $2,587,000 | +9.5% | 41,089 | -1.9% | 1.12% | -6.8% |
| Q1 2021 | $2,363,000 | -1.7% | 41,899 | -3.7% | 1.20% | -13.2% |
| Q4 2020 | $2,405,000 | +11.5% | 43,505 | +1.1% | 1.38% | -5.0% |
| Q3 2020 | $2,156,000 | +3.3% | 43,032 | -3.9% | 1.45% | -12.6% |
| Q2 2020 | $2,088,000 | +3.5% | 44,797 | -6.0% | 1.66% | -5.2% |
| Q4 2019 | $2,018,000 | – | 47,650 | – | 1.76% | – |
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% |