SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 715 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,896,423 | +416.9% | 123,505 | +371.9% | 0.37% | +431.4% |
| Q1 2024 | $1,914,409 | +71.6% | 26,171 | +52.6% | 0.07% | +66.7% |
| Q4 2023 | $1,115,714 | -79.3% | 17,149 | -81.1% | 0.04% | -80.6% |
| Q3 2023 | $5,380,364 | -48.3% | 90,762 | -45.5% | 0.22% | -55.6% |
| Q4 2021 | $10,416,000 | +62.6% | 166,408 | +66.3% | 0.49% | +51.7% |
| Q3 2021 | $6,406,000 | +4.8% | 100,070 | +3.1% | 0.32% | -0.6% |
| Q2 2021 | $6,114,000 | +734.1% | 97,088 | +559.3% | 0.32% | +382.1% |
| Q3 2020 | $733,000 | – | 14,725 | – | 0.07% | – |
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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% |