SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,404,276 | -32.3% | 71,883 | -32.6% | 1.73% | -27.8% |
| Q2 2023 | $6,507,481 | +286.4% | 106,715 | +255.8% | 2.39% | +258.8% |
| Q1 2023 | $1,684,219 | +462.5% | 29,995 | +422.6% | 0.67% | +322.2% |
| Q4 2022 | $299,398 | +23.7% | 5,740 | +22.8% | 0.16% | +16.2% |
| Q3 2022 | $242,000 | -48.3% | 4,673 | -40.1% | 0.14% | -45.2% |
| Q2 2022 | $468,000 | +9.1% | 7,798 | +6.4% | 0.25% | +3.8% |
| Q1 2022 | $429,000 | +41.6% | 7,329 | +58.8% | 0.24% | +262.1% |
| Q2 2021 | $303,000 | – | 4,615 | – | 0.07% | – |
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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% |