SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 200 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $378,471 | -11.0% | 4,665 | -44.4% | 0.06% | 0.0% |
| Q4 2022 | $425,406 | +6.6% | 8,396 | +5.4% | 0.06% | +3.2% |
| Q3 2022 | $399,000 | +2.6% | 7,968 | +7.1% | 0.06% | +3.3% |
| Q2 2022 | $389,000 | -13.6% | 7,440 | +9.5% | 0.06% | -14.1% |
| Q1 2022 | $450,000 | -78.3% | 6,793 | -76.3% | 0.07% | -76.9% |
| Q4 2021 | $2,078,000 | +20.8% | 28,671 | +6.7% | 0.31% | +0.7% |
| Q3 2021 | $1,720,000 | +30.1% | 26,868 | +27.9% | 0.30% | +15.5% |
| Q2 2021 | $1,322,000 | -2.0% | 21,001 | -22.0% | 0.26% | -20.5% |
| Q3 2020 | $1,349,000 | -16.5% | 26,921 | -25.1% | 0.33% | -10.8% |
| Q2 2020 | $1,615,000 | +3.1% | 35,953 | -11.1% | 0.37% | -34.6% |
| Q2 2019 | $1,566,000 | +118.1% | 40,421 | +109.5% | 0.57% | +125.8% |
| Q1 2019 | $718,000 | +11.1% | 19,292 | +14.2% | 0.25% | +85.3% |
| Q3 2018 | $646,000 | +1918.8% | 16,898 | +1667.6% | 0.14% | +700.0% |
| Q1 2018 | $32,000 | -46.7% | 956 | -47.2% | 0.02% | -50.0% |
| Q4 2017 | $60,000 | – | 1,812 | – | 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% |