SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,914,726 | -17.2% | 32,300 | -14.8% | 1.69% | -10.6% |
Q2 2023 | $2,313,244 | +8.9% | 37,916 | -1.2% | 1.89% | +5.2% |
Q1 2023 | $2,123,947 | -13.5% | 38,366 | -20.8% | 1.79% | -15.8% |
Q4 2022 | $2,454,254 | -0.4% | 48,436 | -1.5% | 2.13% | -11.2% |
Q3 2022 | $2,463,000 | -10.2% | 49,164 | -6.3% | 2.40% | +3.3% |
Q2 2022 | $2,742,000 | -38.6% | 52,444 | -22.3% | 2.32% | -44.6% |
Q1 2022 | $4,467,000 | -68.4% | 67,465 | -65.4% | 4.19% | -64.8% |
Q4 2021 | $14,119,000 | +22.7% | 194,822 | +8.4% | 11.88% | +25.3% |
Q3 2021 | $11,509,000 | +5.5% | 179,768 | +3.8% | 9.48% | -2.8% |
Q2 2021 | $10,910,000 | +15.0% | 173,250 | +3.0% | 9.76% | -0.4% |
Q1 2021 | $9,491,000 | – | 168,279 | – | 9.79% | – |
Download |
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% |