SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,421,838 | +66.6% | 23,305 | +51.2% | 0.43% | +61.6% |
| Q1 2023 | $853,319 | +8.6% | 15,414 | -0.6% | 0.27% | +3.9% |
| Q4 2022 | $785,385 | +3.9% | 15,500 | +7.2% | 0.26% | -4.1% |
| Q2 2022 | $756,000 | -45.0% | 14,464 | -30.4% | 0.27% | -38.2% |
| Q1 2022 | $1,375,000 | -18.4% | 20,771 | -22.4% | 0.44% | -22.2% |
| Q2 2021 | $1,686,000 | – | 26,776 | – | 0.56% | – |
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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% |