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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $115,000 | -53.3% | 2,195 | -41.0% | 0.02% | -35.9% |
| Q1 2022 | $246,000 | -59.2% | 3,721 | -55.3% | 0.04% | -55.7% |
| Q4 2021 | $603,000 | +60.8% | 8,323 | +42.0% | 0.09% | +57.1% |
| Q3 2021 | $375,000 | -45.2% | 5,862 | -46.1% | 0.06% | -44.0% |
| Q2 2021 | $684,000 | -3.4% | 10,868 | -13.5% | 0.10% | -13.0% |
| Q1 2021 | $708,000 | -48.9% | 12,558 | -49.9% | 0.12% | -52.1% |
| Q4 2020 | $1,386,000 | -19.4% | 25,075 | -23.1% | 0.24% | -26.4% |
| Q3 2020 | $1,720,000 | +5.2% | 32,592 | -1.8% | 0.33% | -8.7% |
| Q2 2020 | $1,635,000 | +8.8% | 33,187 | -8.1% | 0.36% | -8.7% |
| Q1 2020 | $1,503,000 | -2.7% | 36,112 | +2.6% | 0.39% | -9.7% |
| Q4 2019 | $1,545,000 | – | 35,201 | – | 0.43% | – |
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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% |