SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,218,899 | +5.3% | 18,735 | -4.1% | 0.55% | -2.3% |
| Q3 2023 | $1,158,035 | -29.4% | 19,535 | -27.4% | 0.57% | -26.3% |
| Q2 2023 | $1,641,413 | +21.1% | 26,904 | +9.9% | 0.77% | +15.0% |
| Q1 2023 | $1,355,268 | -7.5% | 24,481 | -15.3% | 0.67% | -4.3% |
| Q4 2022 | $1,465,072 | +4.0% | 28,914 | +2.8% | 0.70% | -0.6% |
| Q3 2022 | $1,409,000 | +29.1% | 28,123 | +34.8% | 0.70% | +30.5% |
| Q2 2022 | $1,091,000 | -43.2% | 20,870 | -28.0% | 0.54% | -41.1% |
| Q1 2022 | $1,920,000 | – | 28,999 | – | 0.91% | – |
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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% |