SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,755,119 | +3.3% | 80,215 | +6.3% | 3.88% | +6.8% |
| Q2 2023 | $4,603,510 | +19.9% | 75,455 | +8.8% | 3.64% | +12.5% |
| Q1 2023 | $3,839,936 | +14.5% | 69,363 | +4.8% | 3.23% | +7.1% |
| Q4 2022 | $3,352,783 | +11.2% | 66,169 | +9.9% | 3.02% | +4.7% |
| Q3 2022 | $3,015,000 | +44.3% | 60,181 | +50.6% | 2.88% | +39.8% |
| Q2 2022 | $2,089,000 | -52.7% | 39,954 | -40.1% | 2.06% | -40.3% |
| Q1 2022 | $4,420,000 | -42.4% | 66,755 | -37.0% | 3.46% | -45.0% |
| Q4 2021 | $7,675,000 | – | 105,904 | – | 6.29% | – |
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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% |