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 2022 | $17,000 | -5.6% | 343 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -30.8% | 342 | -11.6% | 0.01% | -9.1% |
| Q1 2022 | $26,000 | -7.1% | 387 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $28,000 | +12.0% | 387 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $25,000 | +4.2% | 386 | -0.5% | 0.01% | +7.7% |
| Q2 2021 | $24,000 | +9.1% | 388 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $22,000 | -64.5% | 388 | -65.2% | 0.01% | -71.4% |
| Q4 2020 | $62,000 | +14.8% | 1,115 | +0.1% | 0.05% | -2.0% |
| Q3 2020 | $54,000 | -80.1% | 1,114 | -82.7% | 0.05% | -80.5% |
| Q4 2019 | $271,000 | – | 6,457 | – | 0.26% | – |
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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% |