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 | $818,671 | +0.9% | 13,810 | +3.8% | 0.02% | +6.7% |
| Q2 2023 | $811,687 | +98.4% | 13,304 | +80.1% | 0.02% | +87.5% |
| Q1 2023 | $409,064 | +12.5% | 7,389 | +3.0% | 0.01% | +14.3% |
| Q4 2022 | $363,651 | +1.3% | 7,177 | +0.3% | 0.01% | -12.5% |
| Q3 2022 | $359,000 | -7.9% | 7,159 | -4.1% | 0.01% | 0.0% |
| Q2 2022 | $390,000 | -30.0% | 7,462 | -11.3% | 0.01% | -11.1% |
| Q1 2022 | $557,000 | -4.0% | 8,409 | +5.1% | 0.01% | 0.0% |
| Q4 2021 | $580,000 | +14.4% | 8,003 | +1.1% | 0.01% | +12.5% |
| Q3 2021 | $507,000 | +2.4% | 7,919 | +0.8% | 0.01% | +14.3% |
| Q2 2021 | $495,000 | +16.2% | 7,856 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $426,000 | +18.7% | 7,551 | +16.2% | 0.01% | +16.7% |
| Q4 2020 | $359,000 | +25.5% | 6,501 | +14.1% | 0.01% | 0.0% |
| Q3 2020 | $286,000 | +20.7% | 5,698 | +8.0% | 0.01% | +20.0% |
| Q2 2020 | $237,000 | -3.7% | 5,274 | -10.0% | 0.01% | 0.0% |
| Q4 2019 | $246,000 | +7.9% | 5,859 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | – | 5,853 | – | 0.01% | – |
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% |