SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $327,650 | -2.4% | 5,527 | +0.4% | 0.18% | -2.1% |
Q2 2023 | $335,747 | +10.2% | 5,503 | +0.0% | 0.19% | +8.0% |
Q1 2023 | $304,554 | +9.7% | 5,501 | +0.4% | 0.17% | +6.1% |
Q4 2022 | $277,692 | -1.2% | 5,480 | -2.2% | 0.16% | -10.4% |
Q3 2022 | $281,000 | -4.1% | 5,606 | +0.2% | 0.18% | +1.1% |
Q2 2022 | $293,000 | -22.3% | 5,597 | -1.8% | 0.18% | -8.6% |
Q1 2022 | $377,000 | -6.7% | 5,701 | +2.2% | 0.20% | -3.4% |
Q4 2021 | $404,000 | +13.2% | 5,581 | +0.0% | 0.20% | -3.3% |
Q3 2021 | $357,000 | +1.7% | 5,580 | +0.1% | 0.21% | +0.5% |
Q2 2021 | $351,000 | +8.3% | 5,575 | -3.0% | 0.21% | 0.0% |
Q1 2021 | $324,000 | -3.6% | 5,748 | -5.3% | 0.21% | -12.8% |
Q4 2020 | $336,000 | +6.3% | 6,072 | -3.7% | 0.24% | -12.0% |
Q3 2020 | $316,000 | +7.8% | 6,303 | -3.4% | 0.28% | -2.1% |
Q2 2020 | $293,000 | +22.1% | 6,527 | -2.8% | 0.28% | -2.1% |
Q1 2020 | $240,000 | -33.3% | 6,713 | -21.9% | 0.29% | -11.7% |
Q4 2019 | $360,000 | – | 8,600 | – | 0.32% | – |
Download |
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% |