SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,992 | +24.0% | 6,507 | +3.0% | 0.01% | +11.1% |
| Q4 2022 | $320,184 | -51.9% | 6,319 | -31.2% | 0.01% | -78.0% |
| Q4 2021 | $665,000 | -2.6% | 9,178 | -14.0% | 0.04% | -24.1% |
| Q3 2021 | $683,000 | +178.8% | 10,666 | +140.8% | 0.05% | +107.7% |
| Q4 2020 | $245,000 | -87.9% | 4,429 | -89.1% | 0.03% | -80.0% |
| Q3 2020 | $2,027,000 | +230.7% | 40,459 | +196.3% | 0.13% | +202.3% |
| Q2 2020 | $613,000 | -77.5% | 13,656 | -82.1% | 0.04% | -78.3% |
| Q1 2020 | $2,730,000 | +612.8% | 76,382 | +735.6% | 0.20% | +760.9% |
| Q4 2019 | $383,000 | +29.4% | 9,141 | +19.9% | 0.02% | -11.5% |
| Q3 2019 | $296,000 | – | 7,624 | – | 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% |