SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,321,588 | +23.8% | 309,069 | +27.4% | 2.56% | +21.9% |
Q2 2023 | $14,797,422 | +8.7% | 242,541 | -1.4% | 2.10% | -1.6% |
Q1 2023 | $13,618,631 | +14.1% | 246,001 | +4.4% | 2.13% | -4.8% |
Q4 2022 | $11,938,817 | +8.4% | 235,619 | +7.2% | 2.24% | +7.9% |
Q3 2022 | $11,011,000 | +7.1% | 219,788 | +95.9% | 2.07% | +2.9% |
Q2 2022 | $10,282,000 | -21.0% | 112,180 | -50.5% | 2.02% | -0.4% |
Q1 2022 | $13,016,000 | +97.6% | 226,707 | +23.0% | 2.02% | -2.2% |
Q1 2020 | $6,586,000 | -10.0% | 184,285 | +5.5% | 2.07% | -13.6% |
Q4 2019 | $7,321,000 | – | 174,679 | – | 2.40% | – |
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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% |