SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,828 | -2.8% | 267 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $16,290 | +10.2% | 267 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $14,781 | +9.3% | 267 | 0.0% | 0.02% | +25.0% |
| Q4 2022 | $13,529 | +4.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -22.2% | 267 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 267 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 267 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $17,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +13.3% | 267 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $15,000 | 0.0% | 267 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | +15.4% | 267 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 267 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 267 | – | 0.01% | – |
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% |