SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498 | -63.8% | 8,399 | -64.3% | 0.04% | +5.9% |
| Q2 2023 | $1,375 | +130.7% | 23,501 | +118.4% | 0.03% | +17.2% |
| Q1 2023 | $596 | +6.6% | 10,760 | -2.4% | 0.03% | -6.5% |
| Q4 2022 | $559 | -99.9% | 11,028 | -3.5% | 0.03% | -8.8% |
| Q3 2022 | $573,000 | -11.0% | 11,428 | -7.3% | 0.03% | -2.9% |
| Q2 2022 | $644,000 | -13.6% | 12,323 | +9.5% | 0.04% | -10.3% |
| Q1 2022 | $745,000 | -4.9% | 11,255 | +4.2% | 0.04% | 0.0% |
| Q4 2021 | $783,000 | -27.0% | 10,805 | -35.5% | 0.04% | -38.1% |
| Q3 2021 | $1,073,000 | +85.6% | 16,755 | +82.6% | 0.06% | +75.0% |
| Q2 2021 | $578,000 | -18.8% | 9,178 | -27.3% | 0.04% | -33.3% |
| Q1 2021 | $712,000 | – | 12,621 | – | 0.05% | – |
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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% |