SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 787 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,063 | +38.6% | 16,341 | +26.3% | 0.04% | +20.7% |
| Q3 2023 | $767 | -2.9% | 12,941 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $790 | +10.3% | 12,941 | 0.0% | 0.03% | +3.6% |
| Q1 2023 | $716 | +35.9% | 12,941 | +24.5% | 0.03% | +27.3% |
| Q4 2022 | $527 | -99.9% | 10,394 | -1.1% | 0.02% | -15.4% |
| Q3 2022 | $527,000 | -1.9% | 10,514 | +2.3% | 0.03% | +8.3% |
| Q2 2022 | $537,000 | -21.0% | 10,273 | 0.0% | 0.02% | -17.2% |
| Q1 2022 | $680,000 | -7.6% | 10,273 | +1.1% | 0.03% | -9.4% |
| Q4 2021 | $736,000 | +13.1% | 10,162 | 0.0% | 0.03% | +3.2% |
| Q3 2021 | $651,000 | +1.7% | 10,162 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $640,000 | +11.7% | 10,162 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $573,000 | +2.0% | 10,162 | 0.0% | 0.03% | -11.8% |
| Q4 2020 | $562,000 | +10.4% | 10,162 | 0.0% | 0.03% | -12.8% |
| Q3 2020 | $509,000 | +11.6% | 10,162 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $456,000 | +67.0% | 10,162 | +33.0% | 0.04% | +42.3% |
| Q1 2020 | $273,000 | – | 7,642 | – | 0.03% | – |
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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% |