SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200,549 | +0.2% | 37,121 | +3.1% | 0.20% | -1.0% |
| Q2 2023 | $2,196,076 | +5.7% | 35,995 | -4.1% | 0.20% | -1.4% |
| Q1 2023 | $2,078,108 | +7.2% | 37,538 | -1.9% | 0.21% | +0.5% |
| Q4 2022 | $1,938,255 | +2.1% | 38,253 | +1.0% | 0.21% | -1.9% |
| Q3 2022 | $1,898,000 | -1.2% | 37,878 | +3.1% | 0.21% | +3.9% |
| Q2 2022 | $1,921,000 | -23.2% | 36,743 | -2.7% | 0.20% | -8.1% |
| Q1 2022 | $2,500,000 | -1.9% | 37,762 | +7.3% | 0.22% | +9.4% |
| Q4 2021 | $2,549,000 | +30.6% | 35,179 | +15.4% | 0.20% | +20.2% |
| Q3 2021 | $1,952,000 | +7.7% | 30,488 | +5.9% | 0.17% | +9.1% |
| Q2 2021 | $1,812,000 | +8.1% | 28,780 | +4.0% | 0.15% | +6.2% |
| Q1 2021 | $1,677,000 | +15.7% | 27,664 | +5.5% | 0.14% | +5.1% |
| Q4 2020 | $1,450,000 | +15.5% | 26,230 | +4.7% | 0.14% | +1.5% |
| Q3 2020 | $1,255,000 | – | 25,048 | – | 0.14% | – |
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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% |