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 | $1,948,437 | -4.2% | 32,868 | -1.4% | 1.86% | -6.8% |
Q2 2023 | $2,034,616 | +10.1% | 33,349 | -0.1% | 2.00% | -1.9% |
Q1 2023 | $1,848,091 | -52.6% | 33,383 | -56.7% | 2.04% | -56.5% |
Q4 2022 | $3,902,466 | -25.6% | 77,017 | -26.4% | 4.68% | -23.6% |
Q3 2022 | $5,242,000 | -2.9% | 104,611 | +1.3% | 6.13% | +18.8% |
Q2 2022 | $5,398,000 | -25.0% | 103,258 | -5.0% | 5.16% | -7.6% |
Q1 2022 | $7,198,000 | -12.8% | 108,717 | -4.5% | 5.58% | -1.9% |
Q4 2021 | $8,250,000 | – | 113,845 | – | 5.69% | – |
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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% |