SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 411 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,997,060 | -6.8% | 84,296 | -4.1% | 1.14% | -6.0% |
| Q2 2023 | $5,364,238 | +3.8% | 87,924 | -5.8% | 1.21% | -2.1% |
| Q1 2023 | $5,167,132 | +10.6% | 93,337 | +1.2% | 1.24% | +4.4% |
| Q4 2022 | $4,672,277 | +1.2% | 92,210 | +0.1% | 1.19% | +0.4% |
| Q3 2022 | $4,616,000 | -3.4% | 92,136 | +0.8% | 1.18% | -2.3% |
| Q2 2022 | $4,777,000 | -16.4% | 91,366 | +5.8% | 1.21% | -8.8% |
| Q1 2022 | $5,717,000 | -4.1% | 86,345 | +5.0% | 1.32% | -0.8% |
| Q4 2021 | $5,961,000 | +12.7% | 82,259 | -0.5% | 1.34% | +3.2% |
| Q3 2021 | $5,290,000 | +5.0% | 82,634 | +3.2% | 1.29% | +1.6% |
| Q2 2021 | $5,040,000 | +9.6% | 80,045 | -1.8% | 1.27% | -1.5% |
| Q1 2021 | $4,598,000 | -2.5% | 81,517 | -4.5% | 1.29% | -12.3% |
| Q4 2020 | $4,718,000 | +2.5% | 85,326 | -7.1% | 1.48% | -8.8% |
| Q3 2020 | $4,605,000 | +3.6% | 91,888 | -7.2% | 1.62% | -4.5% |
| Q2 2020 | $4,446,000 | +2.8% | 98,968 | -9.0% | 1.69% | -8.4% |
| Q1 2020 | $4,326,000 | -8.8% | 108,796 | +3.9% | 1.85% | -8.9% |
| Q4 2019 | $4,742,000 | – | 104,683 | – | 2.03% | – |
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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% |