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 | $701,179 | +35.1% | 8,751 | +35.8% | 0.40% | +25.4% |
Q1 2024 | $519,105 | +40.4% | 6,444 | +13.4% | 0.32% | +24.1% |
Q4 2023 | $369,776 | +18.1% | 5,684 | +7.7% | 0.26% | +5.3% |
Q3 2023 | $313,009 | +26.9% | 5,280 | +30.6% | 0.24% | +34.1% |
Q2 2023 | $246,740 | +20.2% | 4,044 | +9.1% | 0.18% | +7.1% |
Q1 2023 | $205,330 | – | 3,708 | – | 0.17% | – |
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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% |