SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 414 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,307 | +17.7% | 4,559 | +9.9% | 0.00% | – |
| Q1 2023 | $229,744 | +4.9% | 4,150 | +37.6% | 0.00% | – |
| Q4 2021 | $219,000 | -26.0% | 3,016 | -43.6% | 0.00% | – |
| Q4 2020 | $296,000 | +44.4% | 5,350 | +17.0% | 0.00% | – |
| Q2 2020 | $205,000 | -84.0% | 4,573 | -85.0% | 0.00% | -100.0% |
| Q4 2019 | $1,279,000 | +473.5% | 30,509 | +423.3% | 0.00% | – |
| Q3 2018 | $223,000 | – | 5,830 | – | 0.00% | – |
Download | ||||||
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% |