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 | $5,003,457 | -0.3% | 84,404 | +2.7% | 1.76% | -1.1% |
| Q2 2023 | $5,016,172 | +15.5% | 82,219 | +4.8% | 1.78% | +10.0% |
| Q1 2023 | $4,341,208 | +23.1% | 78,418 | +12.6% | 1.62% | +8.9% |
| Q4 2022 | $3,527,857 | +27.3% | 69,624 | +25.9% | 1.49% | +4.6% |
| Q3 2022 | $2,771,000 | -6.1% | 55,305 | -2.0% | 1.42% | -8.0% |
| Q2 2022 | $2,951,000 | -6.4% | 56,448 | +18.5% | 1.55% | +0.5% |
| Q1 2022 | $3,153,000 | -8.1% | 47,618 | +0.6% | 1.54% | -5.3% |
| Q4 2021 | $3,430,000 | – | 47,324 | – | 1.62% | – |
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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% |