SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 894 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,645 | +9.5% | 345 | 0.0% | 0.02% | +16.7% |
| Q1 2024 | $25,237 | +45.3% | 345 | +29.2% | 0.02% | +28.6% |
| Q4 2023 | $17,371 | +9.7% | 267 | 0.0% | 0.01% | -6.7% |
| Q3 2023 | $15,828 | -2.8% | 267 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $16,290 | +10.2% | 267 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $14,781 | +9.3% | 267 | 0.0% | 0.02% | +25.0% |
| Q4 2022 | $13,529 | +4.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -22.2% | 267 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 267 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 267 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $17,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +13.3% | 267 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $15,000 | 0.0% | 267 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | +15.4% | 267 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 267 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 267 | – | 0.01% | – |
Download | ||||||
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% |