SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 674 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $882,712 | +8.3% | 11,016 | -1.2% | 0.41% | +6.3% |
| Q1 2024 | $815,330 | -0.8% | 11,146 | -11.8% | 0.38% | -5.4% |
| Q4 2023 | $821,968 | +9.0% | 12,634 | -0.7% | 0.40% | -3.3% |
| Q3 2023 | $753,982 | -2.8% | 12,719 | 0.0% | 0.42% | +3.2% |
| Q2 2023 | $775,986 | +10.2% | 12,719 | 0.0% | 0.41% | +6.6% |
| Q1 2023 | $704,123 | +9.3% | 12,719 | 0.0% | 0.38% | +0.8% |
| Q4 2022 | $644,472 | +1.2% | 12,719 | 0.0% | 0.38% | -8.7% |
| Q3 2022 | $637,000 | -6.9% | 12,719 | 0.0% | 0.41% | -3.0% |
| Q2 2022 | $684,000 | – | 12,719 | – | 0.43% | – |
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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% |