SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 414 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,092,000 | +7.7% | 31,601 | +4.1% | 0.44% | +0.7% |
| Q3 2021 | $1,943,000 | +1.7% | 30,353 | +0.1% | 0.43% | -4.6% |
| Q2 2021 | $1,910,000 | +95400.0% | 30,329 | 0.0% | 0.45% | +45200.0% |
| Q1 2021 | $2,000 | -99.9% | 30,329 | 0.0% | 0.00% | -99.8% |
| Q4 2020 | $1,676,000 | +12.6% | 30,329 | +2.1% | 0.46% | +15.2% |
| Q3 2020 | $1,488,000 | +11.5% | 29,710 | 0.0% | 0.40% | +6.2% |
| Q2 2020 | $1,334,000 | +25.7% | 29,710 | 0.0% | 0.37% | +3.3% |
| Q1 2020 | $1,061,000 | -14.8% | 29,710 | 0.0% | 0.36% | +9.8% |
| Q4 2019 | $1,245,000 | – | 29,710 | – | 0.33% | – |
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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% |