SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,389 | -2.8% | 4,460 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $272,105 | +10.2% | 4,460 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $246,906 | +8.0% | 4,460 | -1.1% | 0.02% | +6.2% |
| Q4 2022 | $228,522 | +1.1% | 4,510 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $226,000 | -16.9% | 4,510 | -13.4% | 0.02% | -15.0% |
| Q2 2022 | $272,000 | -47.5% | 5,210 | -33.4% | 0.02% | -37.5% |
| Q1 2022 | $518,000 | -1.7% | 7,825 | +7.6% | 0.03% | -3.0% |
| Q4 2021 | $527,000 | +12.8% | 7,275 | -0.2% | 0.03% | +6.5% |
| Q3 2021 | $467,000 | +11.7% | 7,290 | +9.8% | 0.03% | +14.8% |
| Q2 2021 | $418,000 | +10.0% | 6,640 | -1.3% | 0.03% | -3.6% |
| Q1 2021 | $380,000 | +4.7% | 6,730 | +2.4% | 0.03% | -3.4% |
| Q4 2020 | $363,000 | +5.8% | 6,570 | -3.9% | 0.03% | -6.5% |
| Q3 2020 | $343,000 | +11.7% | 6,840 | 0.0% | 0.03% | +10.7% |
| Q2 2020 | $307,000 | – | 6,840 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REFRAME WEALTH, LLC | 1,212,962 | $61,460,773 | 23.62% |
| Capital Directions Investment Advisors, LLC | 1,212,962 | $61,460,773 | 22.94% |
| Investments & Financial Planning, LLC | 374,602 | $18,981,068 | 18.60% |
| Foresight Wealth Management, LLC | 20,121 | $1,019,554 | 14.61% |
| Destiny Capital Corp/CO | 305,843 | $16,497,176 | 13.57% |
| Echo Wealth Management, LLC | 239,094 | $12,459,191 | 13.27% |
| NICOLET ADVISORY SERVICES, LLC | 1,923,413 | $99,478,914 | 13.15% |
| Willis Johnson & Associates, Inc. | 1,972,346 | $99,938,793 | 13.03% |
| Focused Wealth Management, Inc | 1,246,658 | $63,168,160 | 12.84% |
| RESTON WEALTH MANAGEMENT LLC | 448,136 | $22,707,066 | 12.54% |