SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 749 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,261 | -99.9% | 53,184 | +11.6% | 1.20% | +15.3% |
| Q1 2024 | $3,485,805 | +119399.7% | 47,652 | +6.3% | 1.04% | +8.1% |
| Q4 2023 | $2,917 | -99.9% | 44,846 | -14.3% | 0.96% | -14.3% |
| Q3 2023 | $3,103,718 | +1892411.0% | 52,356 | +1664.0% | 1.12% | +1676.2% |
| Q1 2023 | $164 | -99.9% | 2,968 | -31.9% | 0.06% | -30.0% |
| Q3 2022 | $218,000 | -89.9% | 4,358 | -86.6% | 0.09% | -89.7% |
| Q1 2022 | $2,160,000 | +63.4% | 32,627 | +78.8% | 0.87% | +77.0% |
| Q4 2021 | $1,322,000 | – | 18,248 | – | 0.49% | – |
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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% |