SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,578 | -2.8% | 1,781 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $108,668 | +10.5% | 1,781 | +0.3% | 0.10% | -1.9% |
| Q1 2023 | $98,299 | +9.6% | 1,776 | +0.3% | 0.11% | -7.0% |
| Q4 2022 | $89,674 | +0.8% | 1,770 | -0.6% | 0.11% | -5.8% |
| Q3 2022 | $89,000 | -4.3% | 1,780 | +0.3% | 0.12% | 0.0% |
| Q2 2022 | $93,000 | -20.5% | 1,775 | +0.2% | 0.12% | -18.2% |
| Q1 2022 | $117,000 | -8.6% | 1,771 | +0.2% | 0.15% | +21.3% |
| Q4 2021 | $128,000 | – | 1,768 | – | 0.12% | – |
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% |