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 | $287,722 | -24.6% | 4,854 | -22.4% | 0.30% | -24.4% |
| Q2 2023 | $381,723 | -3.1% | 6,257 | -12.1% | 0.39% | -9.8% |
| Q1 2023 | $394,016 | -21.4% | 7,117 | -28.0% | 0.44% | -18.9% |
| Q4 2022 | $501,109 | -13.2% | 9,890 | -14.1% | 0.54% | -27.0% |
| Q3 2022 | $577,000 | +51.8% | 11,513 | +58.4% | 0.74% | +61.1% |
| Q2 2022 | $380,000 | -17.9% | 7,268 | +3.8% | 0.46% | -1.1% |
| Q1 2022 | $463,000 | -15.0% | 7,000 | -7.0% | 0.46% | +4.5% |
| Q4 2021 | $545,000 | – | 7,523 | – | 0.44% | – |
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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% |