SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 461 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $485,509 | +3.8% | 6,059 | -5.3% | 0.03% | 0.0% |
Q1 2024 | $467,818 | +6.9% | 6,395 | -4.9% | 0.03% | -3.1% |
Q4 2023 | $437,452 | +8.8% | 6,724 | -0.9% | 0.03% | 0.0% |
Q3 2023 | $402,238 | -4.8% | 6,785 | -2.0% | 0.03% | 0.0% |
Q2 2023 | $422,507 | +4.8% | 6,925 | -4.9% | 0.03% | 0.0% |
Q1 2023 | $403,124 | +40.5% | 7,282 | +28.6% | 0.03% | +33.3% |
Q4 2022 | $286,944 | -0.7% | 5,663 | -1.9% | 0.02% | -11.1% |
Q3 2022 | $289,000 | -18.8% | 5,772 | -15.2% | 0.03% | -15.6% |
Q2 2022 | $356,000 | -22.8% | 6,804 | -2.3% | 0.03% | -11.1% |
Q1 2022 | $461,000 | -8.9% | 6,961 | -0.3% | 0.04% | -5.3% |
Q4 2021 | $506,000 | -19.0% | 6,980 | -28.6% | 0.04% | -25.5% |
Q3 2021 | $625,000 | +0.2% | 9,771 | -1.4% | 0.05% | -1.9% |
Q2 2021 | $624,000 | +10.4% | 9,907 | -1.0% | 0.05% | +8.3% |
Q1 2021 | $565,000 | +0.7% | 10,006 | -1.4% | 0.05% | -35.1% |
Q4 2020 | $561,000 | +52.9% | 10,145 | +24.2% | 0.07% | -17.8% |
Q2 2020 | $367,000 | +23.6% | 8,170 | -1.5% | 0.09% | +1.1% |
Q1 2020 | $297,000 | -31.7% | 8,296 | -20.1% | 0.09% | -12.7% |
Q4 2019 | $435,000 | +4.1% | 10,388 | -3.2% | 0.10% | -4.7% |
Q3 2019 | $418,000 | – | 10,736 | – | 0.11% | – |
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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% |