SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,474 | 0.0% | 5,613 | 0.0% | 0.08% | +5.3% |
| Q2 2023 | $342,474 | +22.2% | 5,613 | +10.9% | 0.08% | +10.3% |
| Q1 2023 | $280,274 | +7.4% | 5,063 | -1.7% | 0.07% | +6.2% |
| Q4 2022 | $260,864 | +13.4% | 5,148 | +12.1% | 0.06% | +6.7% |
| Q3 2022 | $230,000 | +7.0% | 4,594 | +12.5% | 0.06% | +13.2% |
| Q2 2022 | $215,000 | -16.7% | 4,085 | +4.8% | 0.05% | +3.9% |
| Q1 2022 | $258,000 | +8.9% | 3,898 | +19.1% | 0.05% | -1.9% |
| Q4 2021 | $237,000 | +13.4% | 3,274 | -44.1% | 0.05% | -42.2% |
| Q1 2020 | $209,000 | -72.1% | 5,861 | -67.9% | 0.09% | -56.1% |
| Q4 2019 | $748,000 | +408.8% | 18,255 | +384.9% | 0.20% | +412.5% |
| Q3 2019 | $147,000 | +141.0% | 3,765 | +139.0% | 0.04% | +135.3% |
| Q2 2019 | $61,000 | +3.4% | 1,575 | 0.0% | 0.02% | -37.0% |
| Q1 2019 | $59,000 | – | 1,575 | – | 0.03% | – |
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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% |