SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $767,010 | -8.2% | 12,939 | -5.5% | 0.44% | -2.4% |
| Q2 2023 | $835,188 | +16.7% | 13,689 | +5.9% | 0.45% | +3.4% |
| Q1 2023 | $715,907 | +28.0% | 12,932 | +17.2% | 0.44% | +9.3% |
| Q4 2022 | $559,193 | +2.0% | 11,036 | +0.9% | 0.40% | -16.0% |
| Q3 2022 | $548,000 | -3.0% | 10,937 | +1.2% | 0.48% | +3.0% |
| Q2 2022 | $565,000 | -20.1% | 10,810 | +1.2% | 0.46% | +22.3% |
| Q1 2022 | $707,000 | -17.0% | 10,680 | -9.2% | 0.38% | -2.3% |
| Q4 2021 | $852,000 | -3.0% | 11,761 | -14.3% | 0.39% | -1.8% |
| Q3 2021 | $878,000 | -5.2% | 13,716 | -6.7% | 0.39% | -2.7% |
| Q2 2021 | $926,000 | +5.2% | 14,708 | -5.8% | 0.40% | -12.6% |
| Q1 2021 | $880,000 | -21.8% | 15,612 | -23.3% | 0.46% | -32.9% |
| Q4 2020 | $1,126,000 | – | 20,363 | – | 0.69% | – |
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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% |