SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 979 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $314,000 | +11.7% | 6,264 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $281,000 | +25.4% | 6,264 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $224,000 | -14.8% | 6,264 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $263,000 | +7.8% | 6,264 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $244,000 | +0.4% | 6,264 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $243,000 | – | 6,264 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 2,231,537 | $73,641,000 | 22.99% |
| Ford Financial Group, LLC | 388,922 | $13,262,000 | 9.98% |
| Delta Dental Plan of Michigan, Inc. | 646,122 | $21,244,000 | 6.22% |
| XR Securities LLC | 98,903 | $3,264,000 | 5.55% |
| Chessman Wealth Strategies RIA | 167,495 | $5,527,000 | 5.53% |
| Allegis Investment Advisors, LLC | 539,846 | $17,815,000 | 5.25% |
| Jackson Wealth Management, LLC | 301,647 | $10,313,000 | 2.62% |
| OARSMAN CAPITAL, INC. | 118,956 | $3,926,000 | 1.69% |
| Altium Wealth Management LLC | 86,283 | $2,848,000 | 1.30% |
| GIRARD PARTNERS LTD. | 157,291 | $5,191,000 | 1.00% |