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 | $461,317 | -2.8% | 7,782 | 0.0% | 0.42% | -1.6% |
| Q2 2023 | $474,780 | +117711.4% | 7,782 | 0.0% | 0.42% | +6.0% |
| Q1 2023 | $403 | -99.9% | 7,782 | 0.0% | 0.40% | 0.0% |
| Q3 2022 | $403,000 | -19.1% | 7,782 | 0.0% | 0.40% | +61.7% |
| Q3 2021 | $498,000 | +1.6% | 7,782 | 0.0% | 0.25% | +31.2% |
| Q2 2021 | $490,000 | +11.6% | 7,782 | 0.0% | 0.19% | +14.5% |
| Q1 2021 | $439,000 | -28.8% | 7,782 | -30.3% | 0.16% | -28.3% |
| Q4 2020 | $617,000 | +10.4% | 11,157 | 0.0% | 0.23% | +4.5% |
| Q3 2020 | $559,000 | +11.6% | 11,157 | 0.0% | 0.22% | +4.8% |
| Q2 2020 | $501,000 | +21.0% | 11,157 | -3.8% | 0.21% | -4.5% |
| Q1 2020 | $414,000 | -6.5% | 11,596 | 0.0% | 0.22% | +4.3% |
| Q4 2019 | $443,000 | – | 11,596 | – | 0.21% | – |
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% |