SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
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 | 1,254,199 | $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% |