SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 543 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $436,388 | +31.1% | 5,446 | +19.7% | 0.02% | +17.6% |
| Q1 2024 | $332,906 | +20.3% | 4,551 | +7.0% | 0.02% | +6.2% |
| Q4 2023 | $276,766 | +9.8% | 4,254 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $252,178 | -9.2% | 4,254 | -6.5% | 0.02% | 0.0% |
| Q2 2023 | $277,657 | +18.0% | 4,551 | +7.1% | 0.02% | 0.0% |
| Q1 2023 | $235,336 | +9.3% | 4,251 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $215,398 | +1.1% | 4,251 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $213,000 | -4.1% | 4,251 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $222,000 | -20.4% | 4,251 | +0.8% | 0.02% | 0.0% |
| Q1 2022 | $279,000 | -7.6% | 4,217 | +1.2% | 0.02% | -5.9% |
| Q4 2021 | $302,000 | +13.1% | 4,165 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $267,000 | +1.9% | 4,165 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $262,000 | +11.5% | 4,158 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $235,000 | -87.1% | 4,158 | -87.3% | 0.02% | -88.5% |
| Q4 2020 | $1,817,000 | – | 32,867 | – | 0.16% | – |
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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% |