SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $61,000 | -63.3% | 1,218 | -51.4% | 0.00% | -50.0% |
| Q1 2022 | $166,000 | -12.2% | 2,504 | -3.8% | 0.01% | -57.9% |
| Q4 2021 | $189,000 | -6.0% | 2,603 | -17.0% | 0.02% | +72.7% |
| Q3 2021 | $201,000 | +9.8% | 3,137 | +7.9% | 0.01% | +22.2% |
| Q2 2021 | $183,000 | +33.6% | 2,907 | +19.3% | 0.01% | +28.6% |
| Q1 2021 | $137,000 | +1.5% | 2,437 | 0.0% | 0.01% | -76.7% |
| Q4 2020 | $135,000 | +10.7% | 2,437 | 0.0% | 0.03% | +275.0% |
| Q3 2020 | $122,000 | +1425.0% | 2,437 | +1189.4% | 0.01% | – |
| Q4 2019 | $8,000 | +14.3% | 189 | +11.2% | 0.00% | – |
| Q3 2019 | $7,000 | – | 170 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 1,263,878 | $91,593,000 | 26.48% |
| Investments & Financial Planning, LLC | 347,687 | $22,864,000 | 20.52% |
| NICOLET ADVISORY SERVICES, LLC | 1,953,912 | $141,600,000 | 17.41% |
| Measured Wealth Private Client Group, LLC | 667,038 | $48,340,000 | 17.08% |
| ACUTE INVESTMENT ADVISORY, LLC | 300,905 | $21,807,000 | 15.92% |
| Compton Financial Group, LLC | 537,076 | $38,922,000 | 15.83% |
| Willis Johnson & Associates, Inc. | 1,572,806 | $113,981,000 | 14.71% |
| Hofer & Associates. Inc | 220,243 | $15,961,000 | 14.45% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 417,283 | $30,240,000 | 14.34% |
| RESTON WEALTH MANAGEMENT LLC | 406,605 | $29,467,000 | 14.30% |