SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $124,785 | -43.4% | 2,105 | -41.7% | 0.01% | -40.0% |
Q2 2023 | $220,373 | +155.5% | 3,612 | +131.8% | 0.02% | +150.0% |
Q1 2023 | $86,243 | -39.4% | 1,558 | -44.5% | 0.01% | -45.5% |
Q4 2022 | $142,237 | +0.2% | 2,807 | 0.0% | 0.01% | -15.4% |
Q3 2022 | $142,000 | +61.4% | 2,807 | +67.0% | 0.01% | +116.7% |
Q2 2022 | $88,000 | -17.8% | 1,681 | +4.7% | 0.01% | -25.0% |
Q1 2022 | $107,000 | -71.5% | 1,606 | -69.1% | 0.01% | -66.7% |
Q4 2021 | $376,000 | +161.1% | 5,198 | +131.5% | 0.02% | +140.0% |
Q3 2021 | $144,000 | +10.8% | 2,245 | +9.0% | 0.01% | +11.1% |
Q2 2021 | $130,000 | +12.1% | 2,059 | 0.0% | 0.01% | +12.5% |
Q1 2021 | $116,000 | – | 2,059 | – | 0.01% | – |
Download |
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% |