SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,036,455 | +7.6% | 68,091 | +10.7% | 0.50% | +12.3% |
| Q2 2023 | $3,753,051 | +32.5% | 61,515 | +20.2% | 0.45% | +31.9% |
| Q1 2023 | $2,833,344 | +27.1% | 51,180 | +16.3% | 0.34% | +6.6% |
| Q4 2022 | $2,230,088 | +30.4% | 44,012 | +28.9% | 0.32% | +24.2% |
| Q3 2022 | $1,710,000 | +85.9% | 34,140 | +93.9% | 0.26% | +96.9% |
| Q2 2022 | $920,000 | +2687.9% | 17,606 | +3421.2% | 0.13% | +3150.0% |
| Q1 2022 | $33,000 | -21.4% | 500 | -13.0% | 0.00% | -20.0% |
| Q4 2021 | $42,000 | +13.5% | 575 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $37,000 | +2.8% | 575 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $36,000 | – | 575 | – | 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% |