SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,521,489 | +4479.2% | 143,750 | +4613.1% | 2.89% | +4566.1% |
| Q2 2023 | $186,091 | +97.9% | 3,050 | +64.3% | 0.06% | +87.9% |
| Q4 2022 | $94,044 | -42.3% | 1,856 | -42.9% | 0.03% | -56.0% |
| Q3 2022 | $163,000 | -99.4% | 3,248 | -99.3% | 0.08% | -99.3% |
| Q2 2022 | $25,087,000 | -14.9% | 479,858 | +7.8% | 10.30% | -16.3% |
| Q1 2022 | $29,466,000 | -2.6% | 445,046 | +6.7% | 12.31% | -14.2% |
| Q4 2021 | $30,240,000 | – | 417,283 | – | 14.34% | – |
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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% |