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 | $2,563,741 | +410.8% | 43,248 | +425.7% | 0.00% | – |
| Q2 2023 | $501,929 | -8.9% | 8,227 | -17.3% | 0.00% | – |
| Q1 2023 | $550,722 | -61.8% | 9,948 | -65.1% | 0.00% | – |
| Q4 2022 | $1,442,828 | +180.7% | 28,475 | +177.8% | 0.00% | – |
| Q3 2022 | $514,000 | +12.5% | 10,251 | +17.4% | 0.00% | – |
| Q2 2022 | $457,000 | -14.9% | 8,732 | +7.6% | 0.00% | – |
| Q1 2022 | $537,000 | -3.4% | 8,115 | +5.7% | 0.00% | – |
| Q4 2021 | $556,000 | +13.2% | 7,676 | 0.0% | 0.00% | – |
| Q3 2021 | $491,000 | +15.5% | 7,676 | +13.7% | 0.00% | – |
| Q2 2021 | $425,000 | +11.5% | 6,751 | 0.0% | 0.00% | – |
| Q1 2021 | $381,000 | +2.1% | 6,751 | 0.0% | 0.00% | – |
| Q4 2020 | $373,000 | +12.7% | 6,751 | +2.1% | 0.00% | – |
| Q3 2020 | $331,000 | +6.1% | 6,614 | -4.8% | 0.00% | – |
| Q2 2020 | $312,000 | -19.8% | 6,947 | -36.2% | 0.00% | – |
| Q1 2020 | $389,000 | +27.5% | 10,891 | +49.5% | 0.00% | – |
| Q4 2019 | $305,000 | – | 7,287 | – | 0.00% | – |
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% |