SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 577 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $597,690 | +13.4% | 7,459 | +3.5% | 0.04% | +9.1% |
| Q1 2024 | $526,973 | +12.4% | 7,204 | 0.0% | 0.03% | +3.1% |
| Q4 2023 | $468,692 | +2.4% | 7,204 | -6.7% | 0.03% | -8.6% |
| Q3 2023 | $457,523 | +59.5% | 7,718 | +64.1% | 0.04% | +59.1% |
| Q2 2023 | $286,930 | +5926.7% | 4,703 | +5368.6% | 0.02% | – |
| Q1 2023 | $4,761 | -63.4% | 86 | -64.0% | 0.00% | -100.0% |
| Q1 2021 | $13,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 239 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 239 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | – | 239 | – | 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% |