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 | $707,882 | +2.0% | 11,941 | +5.0% | 0.56% | -3.3% |
Q2 2023 | $693,693 | +22.2% | 11,370 | +10.9% | 0.58% | -7.6% |
Q1 2023 | $567,582 | +16.1% | 10,253 | +6.2% | 0.63% | +4.1% |
Q4 2022 | $489,070 | +1.5% | 9,652 | +0.4% | 0.60% | -7.4% |
Q3 2022 | $482,000 | +9.8% | 9,616 | +14.5% | 0.65% | +27.6% |
Q2 2022 | $439,000 | -77.2% | 8,397 | -68.4% | 0.51% | -70.2% |
Q4 2021 | $1,926,000 | – | 26,577 | – | 1.71% | – |
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% |