SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,092,000 | +7.7% | 31,601 | +4.1% | 0.44% | +0.7% |
| Q3 2021 | $1,943,000 | +1.7% | 30,353 | +0.1% | 0.43% | -4.6% |
| Q2 2021 | $1,910,000 | +95400.0% | 30,329 | 0.0% | 0.45% | +45200.0% |
| Q1 2021 | $2,000 | -99.9% | 30,329 | 0.0% | 0.00% | -99.8% |
| Q4 2020 | $1,676,000 | +12.6% | 30,329 | +2.1% | 0.46% | +15.2% |
| Q3 2020 | $1,488,000 | +11.5% | 29,710 | 0.0% | 0.40% | +6.2% |
| Q2 2020 | $1,334,000 | +25.7% | 29,710 | 0.0% | 0.37% | +3.3% |
| Q1 2020 | $1,061,000 | -14.8% | 29,710 | 0.0% | 0.36% | +9.8% |
| Q4 2019 | $1,245,000 | – | 29,710 | – | 0.33% | – |
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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% |