SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,941 | -3.9% | 9,513 | -1.1% | 0.11% | 0.0% |
| Q2 2023 | $586,795 | +5.6% | 9,618 | -4.2% | 0.11% | +2.9% |
| Q1 2023 | $555,620 | +0.9% | 10,036 | -7.7% | 0.10% | -6.4% |
| Q4 2022 | $550,715 | -20.6% | 10,869 | -17.9% | 0.11% | -25.2% |
| Q3 2022 | $694,000 | +11.8% | 13,234 | +13.1% | 0.15% | +4.3% |
| Q2 2022 | $621,000 | -18.5% | 11,706 | +1.7% | 0.14% | -13.5% |
| Q1 2022 | $762,000 | -8.5% | 11,510 | +0.2% | 0.16% | -16.8% |
| Q4 2021 | $833,000 | -8.2% | 11,489 | -18.9% | 0.20% | -10.9% |
| Q3 2021 | $907,000 | +1.8% | 14,174 | +0.1% | 0.22% | -3.5% |
| Q2 2021 | $891,000 | +9.2% | 14,156 | -2.2% | 0.23% | -5.0% |
| Q1 2021 | $816,000 | +1.4% | 14,473 | -0.6% | 0.24% | -7.7% |
| Q4 2020 | $805,000 | -49.6% | 14,554 | -54.3% | 0.26% | -46.1% |
| Q3 2020 | $1,597,000 | +6.6% | 31,876 | -4.4% | 0.48% | -3.6% |
| Q2 2020 | $1,498,000 | -71.8% | 33,346 | -77.5% | 0.50% | -76.4% |
| Q1 2020 | $5,305,000 | -13.9% | 148,424 | +1.0% | 2.12% | +2.3% |
| Q4 2019 | $6,161,000 | -47.5% | 147,017 | -51.3% | 2.07% | -52.9% |
| Q3 2019 | $11,737,000 | +26.0% | 301,805 | +25.5% | 4.40% | +17.5% |
| Q2 2019 | $9,317,000 | +11.4% | 240,568 | +7.0% | 3.74% | +0.9% |
| Q1 2019 | $8,365,000 | +75.0% | 224,803 | +52.8% | 3.71% | +51.0% |
| Q4 2018 | $4,780,000 | – | 147,089 | – | 2.46% | – |
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% |