SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 411 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $465,000 | -40.0% | 8,894 | -24.0% | 0.13% | -35.6% |
| Q1 2022 | $775,000 | -8.6% | 11,702 | -0.0% | 0.20% | -11.8% |
| Q4 2021 | $848,000 | +13.2% | 11,703 | 0.0% | 0.23% | -1.7% |
| Q3 2021 | $749,000 | +1.6% | 11,703 | 0.0% | 0.23% | +4.5% |
| Q2 2021 | $737,000 | +11.7% | 11,703 | 0.0% | 0.22% | +1.4% |
| Q1 2021 | $660,000 | -8.6% | 11,703 | -10.4% | 0.22% | -17.9% |
| Q4 2020 | $722,000 | +10.2% | 13,066 | 0.0% | 0.27% | -6.0% |
| Q3 2020 | $655,000 | +11.6% | 13,066 | 0.0% | 0.28% | -4.0% |
| Q2 2020 | $587,000 | +22.5% | 13,066 | -2.5% | 0.30% | +8.4% |
| Q1 2020 | $479,000 | -17.6% | 13,407 | -3.3% | 0.27% | -7.4% |
| Q4 2019 | $581,000 | +7.8% | 13,864 | 0.0% | 0.30% | -1.7% |
| Q3 2019 | $539,000 | -3.6% | 13,864 | -5.3% | 0.30% | -6.8% |
| Q2 2019 | $559,000 | +2.0% | 14,641 | -0.5% | 0.32% | 0.0% |
| Q1 2019 | $548,000 | +4.6% | 14,718 | 0.0% | 0.32% | +42.9% |
| Q4 2018 | $524,000 | – | 14,718 | – | 0.23% | – |
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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% |