SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 461 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $731,266 | +17.3% | 9,126 | +7.1% | 0.30% | +11.8% |
Q1 2024 | $623,531 | +11.9% | 8,524 | -0.5% | 0.27% | -7.8% |
Q4 2023 | $557,239 | -2.6% | 8,565 | -11.2% | 0.30% | -11.7% |
Q3 2023 | $571,993 | -5.7% | 9,649 | -2.9% | 0.33% | -5.1% |
Q2 2023 | $606,500 | +10.2% | 9,941 | 0.0% | 0.35% | +2.9% |
Q1 2023 | $550,334 | +9.3% | 9,941 | 0.0% | 0.34% | +4.9% |
Q4 2022 | $503,710 | +0.5% | 9,941 | -0.5% | 0.33% | -1.8% |
Q3 2022 | $501,000 | -1.8% | 9,995 | +3.8% | 0.33% | -3.5% |
Q2 2022 | $510,000 | -20.1% | 9,629 | 0.0% | 0.34% | -13.4% |
Q1 2022 | $638,000 | -8.6% | 9,629 | 0.0% | 0.40% | +0.5% |
Q4 2021 | $698,000 | +13.3% | 9,629 | 0.0% | 0.40% | +11.3% |
Q3 2021 | $616,000 | -7.4% | 9,629 | -8.8% | 0.36% | -20.4% |
Q2 2021 | $665,000 | +65.8% | 10,553 | +29.4% | 0.45% | +114.4% |
Q2 2020 | $401,000 | – | 8,158 | – | 0.21% | – |
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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% |