SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 704 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,051,143 | +28.2% | 137,915 | +17.0% | 1.66% | +25.6% |
| Q1 2024 | $8,620,986 | -11.0% | 117,854 | -20.9% | 1.32% | +1.4% |
| Q4 2023 | $9,690,202 | +2610.7% | 148,943 | +2370.0% | 1.30% | +1567.9% |
| Q3 2023 | $357,479 | +37215.1% | 6,030 | -61.6% | 0.08% | -49.4% |
| Q2 2023 | $958 | -99.7% | 15,701 | +160.4% | 0.15% | +97.4% |
| Q3 2022 | $357,479 | -82.1% | 6,030 | -80.5% | 0.08% | -80.8% |
| Q1 2022 | $1,996,000 | – | 30,970 | – | 0.41% | – |
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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% |