SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,674 | +4.1% | 6,759 | +7.1% | 0.04% | +5.7% |
| Q2 2023 | $384,973 | +12.4% | 6,310 | +2.0% | 0.04% | +6.1% |
| Q1 2023 | $342,402 | +45.7% | 6,185 | +37.6% | 0.03% | +32.0% |
| Q2 2022 | $235,000 | -23.5% | 4,495 | -3.0% | 0.02% | -13.8% |
| Q1 2022 | $307,000 | -8.6% | 4,633 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $336,000 | +6.3% | 4,633 | -6.2% | 0.03% | -3.2% |
| Q3 2021 | $316,000 | +17.9% | 4,941 | +15.9% | 0.03% | +14.8% |
| Q2 2021 | $268,000 | +11.7% | 4,263 | 0.0% | 0.03% | +3.8% |
| Q1 2021 | $240,000 | -2.8% | 4,263 | -4.4% | 0.03% | -10.3% |
| Q4 2020 | $247,000 | – | 4,461 | – | 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% |