SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,993 | -14.8% | 8,756 | -12.2% | 0.17% | -18.9% |
| Q2 2023 | $608,935 | -13.9% | 9,974 | -21.8% | 0.21% | -25.4% |
| Q1 2023 | $707,137 | +5.6% | 12,755 | -4.4% | 0.28% | -4.7% |
| Q4 2022 | $669,400 | -6.4% | 13,337 | -1.3% | 0.30% | -15.6% |
| Q3 2022 | $715,000 | -2.7% | 13,516 | -3.2% | 0.35% | -9.7% |
| Q2 2022 | $735,000 | -22.9% | 13,961 | -1.3% | 0.39% | -19.2% |
| Q1 2022 | $953,000 | -8.3% | 14,143 | -1.4% | 0.48% | +1.7% |
| Q4 2021 | $1,039,000 | +6.5% | 14,348 | -6.8% | 0.48% | -3.6% |
| Q3 2021 | $976,000 | +0.8% | 15,396 | +1.8% | 0.49% | +0.4% |
| Q2 2021 | $968,000 | -0.9% | 15,126 | -6.9% | 0.49% | -2.8% |
| Q1 2021 | $977,000 | +13.5% | 16,245 | +6.6% | 0.51% | -4.5% |
| Q4 2020 | $861,000 | – | 15,233 | – | 0.53% | – |
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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% |