SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,982 | +19.6% | 13,596 | +23.1% | 0.08% | +23.2% |
| Q2 2023 | $673,851 | +149.8% | 11,045 | +37.7% | 0.07% | +360.0% |
| Q1 2023 | $269,723 | -79.2% | 8,023 | -68.6% | 0.02% | -74.1% |
| Q4 2022 | $1,294,527 | +154.3% | 25,548 | +151.4% | 0.06% | +93.3% |
| Q3 2022 | $509,000 | -8.6% | 10,162 | -4.0% | 0.03% | -38.8% |
| Q2 2022 | $557,000 | -65.8% | 10,583 | -56.9% | 0.05% | -46.7% |
| Q1 2022 | $1,627,000 | -75.2% | 24,566 | -72.8% | 0.09% | -83.4% |
| Q4 2021 | $6,549,000 | +349.2% | 90,370 | +249.6% | 0.55% | +373.5% |
| Q1 2021 | $1,458,000 | -2.3% | 25,853 | -4.3% | 0.12% | -15.2% |
| Q4 2020 | $1,493,000 | – | 27,012 | – | 0.14% | – |
Download | ||||||
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% |