SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,726,809 | +662.0% | 29,130 | +611.5% | 0.08% | +618.2% |
| Q1 2023 | $226,628 | -17.0% | 4,094 | -21.6% | 0.01% | -35.3% |
| Q2 2022 | $273,000 | -29.6% | 5,225 | -10.7% | 0.02% | -15.0% |
| Q1 2022 | $388,000 | +38.6% | 5,854 | +51.3% | 0.02% | +33.3% |
| Q4 2021 | $280,000 | +263.6% | 3,868 | +184.4% | 0.02% | +275.0% |
| Q1 2021 | $77,000 | +2.7% | 1,360 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $75,000 | +525.0% | 1,360 | +448.4% | 0.00% | +300.0% |
| Q3 2020 | $12,000 | -85.7% | 248 | -86.7% | 0.00% | -87.5% |
| Q2 2020 | $84,000 | +40.0% | 1,866 | +18.7% | 0.01% | +33.3% |
| Q1 2020 | $60,000 | – | 1,572 | – | 0.01% | – |
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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% |