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 | $284,544 | -2.8% | 4,800 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $292,848 | +10.2% | 4,800 | 0.0% | 0.01% | +11.1% |
Q1 2023 | $265,728 | +9.3% | 4,800 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $243,216 | +1.3% | 4,800 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $240,000 | -15.2% | 4,800 | 0.0% | 0.01% | -18.2% |
Q2 2022 | $283,000 | -11.0% | 4,800 | 0.0% | 0.01% | +10.0% |
Q1 2022 | $318,000 | -8.6% | 4,800 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $348,000 | +13.4% | 4,800 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $307,000 | +1.7% | 4,800 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $302,000 | +11.4% | 4,800 | 0.0% | 0.01% | +11.1% |
Q1 2021 | $271,000 | +2.3% | 4,800 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $265,000 | +10.0% | 4,800 | 0.0% | 0.01% | -10.0% |
Q3 2020 | $241,000 | +11.6% | 4,800 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $216,000 | – | 4,800 | – | 0.01% | – |
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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% |