SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,439,248 | +14.4% | 58,017 | +17.8% | 2.74% | +19.3% |
Q2 2023 | $3,005,963 | +27.6% | 49,270 | +15.7% | 2.29% | +19.4% |
Q1 2023 | $2,356,675 | +14.4% | 42,570 | +4.7% | 1.92% | +48.9% |
Q4 2022 | $2,060,648 | -68.4% | 40,668 | -68.8% | 1.29% | -82.9% |
Q3 2022 | $6,523,000 | +6.5% | 130,196 | +11.1% | 7.53% | -1.5% |
Q2 2022 | $6,126,000 | -12.4% | 117,170 | +10.9% | 7.64% | -9.8% |
Q1 2022 | $6,997,000 | -0.8% | 105,675 | +8.5% | 8.47% | +0.5% |
Q4 2021 | $7,056,000 | +38.0% | 97,366 | +21.9% | 8.43% | +16.8% |
Q3 2021 | $5,112,000 | – | 79,843 | – | 7.22% | – |
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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% |