SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,885 | -2.4% | 9,664 | +0.4% | 0.65% | +2.8% |
| Q2 2023 | $586,980 | +10.5% | 9,621 | +0.3% | 0.64% | +3.6% |
| Q1 2023 | $531,078 | -4.5% | 9,593 | -12.6% | 0.61% | -7.0% |
| Q4 2022 | $556,316 | +1.3% | 10,979 | +0.2% | 0.66% | -4.9% |
| Q3 2022 | $549,000 | -3.9% | 10,952 | +0.2% | 0.69% | +7.4% |
| Q2 2022 | $571,000 | -39.1% | 10,926 | -28.7% | 0.64% | -31.5% |
| Q1 2022 | $937,000 | -15.6% | 15,334 | +0.2% | 0.94% | -6.9% |
| Q4 2021 | $1,110,000 | – | 15,309 | – | 1.01% | – |
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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% |