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 | $2,399,187 | +33.4% | 40,472 | +37.3% | 1.17% | +37.0% |
Q2 2023 | $1,798,636 | +649.4% | 29,481 | +517.5% | 0.85% | +463.6% |
Q3 2022 | $240,000 | -2.8% | 4,774 | +28.1% | 0.15% | -7.9% |
Q1 2022 | $247,000 | -16.3% | 3,727 | -9.7% | 0.16% | -6.8% |
Q4 2021 | $295,000 | +11.7% | 4,127 | 0.0% | 0.18% | 0.0% |
Q3 2021 | $264,000 | +29.4% | 4,127 | +27.5% | 0.18% | -72.2% |
Q2 2021 | $204,000 | -5.6% | 3,238 | -32.7% | 0.63% | +315.8% |
Q2 2020 | $216,000 | – | 4,808 | – | 0.15% | – |
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% |