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 | $3,849,598 | +20.1% | 64,939 | +23.6% | 0.02% | +25.0% |
| Q2 2023 | $3,204,201 | +168719.9% | 52,519 | +53.1% | 0.01% | +50.0% |
| Q1 2023 | $1,898 | +6.9% | 34,301 | -2.1% | 0.01% | -11.1% |
| Q4 2022 | $1,775 | -99.9% | 35,032 | -4.9% | 0.01% | -10.0% |
| Q3 2022 | $1,846,000 | -15.6% | 36,850 | -11.9% | 0.01% | -16.7% |
| Q2 2022 | $2,187,000 | -53.0% | 41,832 | -40.4% | 0.01% | -45.5% |
| Q1 2022 | $4,650,000 | -2.8% | 70,231 | +6.4% | 0.02% | 0.0% |
| Q4 2021 | $4,785,000 | +53.2% | 66,031 | +35.3% | 0.02% | +37.5% |
| Q3 2021 | $3,124,000 | +40.1% | 48,801 | +37.8% | 0.02% | +23.1% |
| Q2 2021 | $2,230,000 | +12.6% | 35,422 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $1,981,000 | +47.2% | 35,127 | +44.3% | 0.01% | +30.0% |
| Q4 2020 | $1,346,000 | +19.3% | 24,350 | +8.2% | 0.01% | -9.1% |
| Q3 2020 | $1,128,000 | +5.0% | 22,515 | -5.8% | 0.01% | 0.0% |
| Q2 2020 | $1,074,000 | +30.8% | 23,899 | +4.1% | 0.01% | 0.0% |
| Q1 2020 | $821,000 | +4221.1% | 22,963 | +4957.9% | 0.01% | – |
| Q4 2019 | $19,000 | +5.6% | 454 | 0.0% | 0.00% | – |
| Q3 2019 | $18,000 | – | 454 | – | 0.00% | – |
Download | ||||||
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% |