SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 894 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,246,890 | +261408.0% | 53,000 | +138.7% | 0.01% | +133.3% |
Q1 2024 | $1,624 | -39.6% | 22,200 | -46.2% | 0.00% | -25.0% |
Q4 2023 | $2,687 | +863.1% | 41,300 | +778.7% | 0.00% | – |
Q3 2023 | $279 | -85.6% | 4,700 | -85.2% | 0.00% | -100.0% |
Q2 2023 | $1,940 | +18.4% | 31,800 | +7.4% | 0.00% | +50.0% |
Q1 2023 | $1,639 | -99.8% | 29,600 | +92.2% | 0.00% | +100.0% |
Q3 2022 | $772,000 | -59.5% | 15,400 | -57.8% | 0.00% | -50.0% |
Q2 2022 | $1,908,000 | -13.4% | 36,500 | +20.1% | 0.00% | -33.3% |
Q4 2021 | $2,203,000 | +7.5% | 30,400 | -5.0% | 0.00% | 0.0% |
Q3 2021 | $2,049,000 | +58.0% | 32,000 | -11.8% | 0.00% | +200.0% |
Q1 2020 | $1,297,000 | +11.3% | 36,300 | +30.6% | 0.00% | 0.0% |
Q4 2019 | $1,165,000 | +15.2% | 27,800 | +6.5% | 0.00% | 0.0% |
Q2 2019 | $1,011,000 | +3.4% | 26,100 | -13.3% | 0.00% | 0.0% |
Q4 2018 | $978,000 | +87.0% | 30,100 | +102.0% | 0.00% | – |
Q2 2018 | $523,000 | – | 14,900 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Directions Investment Advisors, LLC | 1,674,042 | $70,159,000 | 22.48% |
RESTON WEALTH MANAGEMENT LLC | 454,566 | $19,051,000 | 15.23% |
Provident Wealth Management, LLC | 371,728 | $15,579,000 | 13.89% |
Ford Financial Group, LLC | 574,242 | $24,066,000 | 13.86% |
Measured Wealth Private Client Group, LLC | 483,708 | $20,272,000 | 13.52% |
TRUEFG, LLC | 415,316 | $17,406,000 | 13.20% |
NICOLET ADVISORY SERVICES, LLC | 1,787,280 | $74,905,000 | 11.77% |
Focused Wealth Management, Inc | 1,060,935 | $44,464,000 | 10.50% |
INSPIRION WEALTH ADVISORS, LLC | 638,795 | $26,772,000 | 9.04% |
AlphaStar Capital Management, LLC | 982,194 | $41,164,000 | 8.93% |