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 | $2,104,440 | +80252.8% | 35,500 | -31.3% | 0.00% | -50.0% |
| Q4 2022 | $2,619 | -99.9% | 51,700 | -1.6% | 0.00% | +33.3% |
| Q3 2022 | $2,678,000 | +25.0% | 52,532 | +58.2% | 0.00% | 0.0% |
| Q3 2021 | $2,143,000 | +62.2% | 33,200 | +40.1% | 0.00% | +50.0% |
| Q1 2021 | $1,321,000 | -53.8% | 23,700 | -58.8% | 0.00% | -71.4% |
| Q3 2020 | $2,862,000 | +205.4% | 57,500 | +171.2% | 0.01% | +133.3% |
| Q2 2020 | $937,000 | +32.5% | 21,200 | +15.8% | 0.00% | +50.0% |
| Q3 2019 | $707,000 | +20.2% | 18,300 | +20.4% | 0.00% | 0.0% |
| Q2 2019 | $588,000 | +60.7% | 15,200 | +58.9% | 0.00% | +100.0% |
| Q3 2018 | $366,000 | – | 9,568 | – | 0.00% | – |
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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% |