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 | $1,824,798 | +8.5% | 22,772 | -1.0% | 1.08% | +5.2% |
| Q1 2024 | $1,682,124 | +1.8% | 22,995 | -9.5% | 1.02% | -1.1% |
| Q4 2023 | $1,652,921 | +13.2% | 25,406 | +3.1% | 1.03% | -6.0% |
| Q3 2023 | $1,460,799 | -3.7% | 24,642 | -0.9% | 1.10% | -0.5% |
| Q2 2023 | $1,516,647 | +1.5% | 24,858 | -7.9% | 1.10% | -5.6% |
| Q1 2023 | $1,494,536 | +111017.9% | 26,996 | +1.7% | 1.17% | -4.6% |
| Q4 2022 | $1,345 | -99.9% | 26,544 | -8.0% | 1.23% | -4.4% |
| Q3 2022 | $1,446,000 | -2.6% | 28,855 | +1.6% | 1.28% | +2.2% |
| Q2 2022 | $1,484,000 | – | 28,390 | – | 1.26% | – |
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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% |