SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,699 | -45.7% | 5,039 | -36.1% | 0.10% | -47.6% |
| Q2 2023 | $550,517 | +55.0% | 7,883 | +55.0% | 0.18% | -0.5% |
| Q4 2022 | $355,136 | +0.0% | 5,085 | 0.0% | 0.19% | 0.0% |
| Q2 2022 | $355,000 | -32.3% | 5,085 | -29.7% | 0.19% | -27.3% |
| Q4 2021 | $524,000 | +42.0% | 7,234 | +25.5% | 0.26% | +28.6% |
| Q3 2021 | $369,000 | +6.3% | 5,766 | -19.2% | 0.20% | -76.5% |
| Q4 2020 | $347,000 | -73.7% | 7,138 | -72.8% | 0.85% | -68.4% |
| Q3 2020 | $1,318,000 | +283.1% | 26,245 | +242.9% | 2.68% | +11.3% |
| Q2 2020 | $344,000 | -20.2% | 7,653 | -36.5% | 2.40% | +2.4% |
| Q1 2020 | $431,000 | – | 12,057 | – | 2.35% | – |
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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% |