SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,295,266 | +1158.3% | 106,160 | +1189.3% | 1.75% | +1144.0% |
| Q2 2023 | $500,291 | -83.2% | 8,234 | -84.7% | 0.14% | -91.2% |
| Q1 2023 | $2,976,059 | -35.1% | 53,768 | -22.3% | 1.61% | -30.2% |
| Q1 2022 | $4,583,000 | +66.4% | 69,226 | +82.1% | 2.31% | +65.7% |
| Q4 2021 | $2,755,000 | -64.6% | 38,005 | -68.7% | 1.39% | -56.1% |
| Q3 2021 | $7,775,000 | +27.7% | 121,448 | +25.6% | 3.17% | +34.9% |
| Q2 2021 | $6,088,000 | +76.4% | 96,678 | +58.0% | 2.35% | +19.2% |
| Q1 2021 | $3,451,000 | +69.8% | 61,190 | +66.5% | 1.97% | +40.9% |
| Q4 2020 | $2,032,000 | – | 36,757 | – | 1.40% | – |
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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% |