SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,317 | -2.8% | 7,782 | 0.0% | 0.42% | -1.6% |
| Q2 2023 | $474,780 | +117711.4% | 7,782 | 0.0% | 0.42% | +6.0% |
| Q1 2023 | $403 | -99.9% | 7,782 | 0.0% | 0.40% | 0.0% |
| Q3 2022 | $403,000 | -19.1% | 7,782 | 0.0% | 0.40% | +61.7% |
| Q3 2021 | $498,000 | +1.6% | 7,782 | 0.0% | 0.25% | +31.2% |
| Q2 2021 | $490,000 | +11.6% | 7,782 | 0.0% | 0.19% | +14.5% |
| Q1 2021 | $439,000 | -28.8% | 7,782 | -30.3% | 0.16% | -28.3% |
| Q4 2020 | $617,000 | +10.4% | 11,157 | 0.0% | 0.23% | +4.5% |
| Q3 2020 | $559,000 | +11.6% | 11,157 | 0.0% | 0.22% | +4.8% |
| Q2 2020 | $501,000 | +21.0% | 11,157 | -3.8% | 0.21% | -4.5% |
| Q1 2020 | $414,000 | -6.5% | 11,596 | 0.0% | 0.22% | +4.3% |
| Q4 2019 | $443,000 | – | 11,596 | – | 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% |