SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,722 | -24.6% | 4,854 | -22.4% | 0.30% | -24.4% |
| Q2 2023 | $381,723 | -3.1% | 6,257 | -12.1% | 0.39% | -9.8% |
| Q1 2023 | $394,016 | -21.4% | 7,117 | -28.0% | 0.44% | -18.9% |
| Q4 2022 | $501,109 | -13.2% | 9,890 | -14.1% | 0.54% | -27.0% |
| Q3 2022 | $577,000 | +51.8% | 11,513 | +58.4% | 0.74% | +61.1% |
| Q2 2022 | $380,000 | -17.9% | 7,268 | +3.8% | 0.46% | -1.1% |
| Q1 2022 | $463,000 | -15.0% | 7,000 | -7.0% | 0.46% | +4.5% |
| Q4 2021 | $545,000 | – | 7,523 | – | 0.44% | – |
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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% |