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 | $2,290,960 | -0.7% | 38,646 | +2.2% | 3.61% | +10.1% |
| Q2 2023 | $2,306,077 | +10.4% | 37,798 | +0.2% | 3.27% | +28.6% |
| Q1 2023 | $2,088,251 | +108719.7% | 37,721 | -0.4% | 2.55% | -11.8% |
| Q4 2022 | $1,919 | -99.9% | 37,863 | -2.3% | 2.89% | +7.4% |
| Q3 2022 | $1,941,000 | -6.2% | 38,737 | -2.1% | 2.69% | -31.3% |
| Q2 2022 | $2,069,000 | -18.6% | 39,572 | +3.0% | 3.91% | -1.2% |
| Q1 2022 | $2,543,000 | -9.0% | 38,408 | -0.4% | 3.96% | -2.3% |
| Q4 2021 | $2,794,000 | – | 38,551 | – | 4.06% | – |
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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% |