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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $40,663 | +16.1% | 625 | +5.8% | 0.02% | +5.3% |
| Q3 2023 | $35,034 | -2.8% | 591 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $36,057 | +10.2% | 591 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $32,718 | +9.3% | 591 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $29,946 | -0.2% | 591 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $30,000 | -42.3% | 591 | -40.4% | 0.02% | -35.7% |
| Q2 2022 | $52,000 | -21.2% | 991 | 0.0% | 0.03% | -6.7% |
| Q1 2022 | $66,000 | -8.3% | 991 | 0.0% | 0.03% | -6.2% |
| Q4 2021 | $72,000 | +14.3% | 991 | 0.0% | 0.03% | +6.7% |
| Q3 2021 | $63,000 | +1.6% | 991 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $62,000 | +10.7% | 991 | 0.0% | 0.03% | +7.1% |
| Q1 2021 | $56,000 | +1.8% | 991 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $55,000 | +10.0% | 991 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $50,000 | +13.6% | 991 | +2.1% | 0.03% | +7.7% |
| Q2 2020 | $44,000 | +25.7% | 971 | 0.0% | 0.03% | +4.0% |
| Q1 2020 | $35,000 | -12.5% | 971 | +2.5% | 0.02% | +13.6% |
| Q4 2019 | $40,000 | – | 947 | – | 0.02% | – |
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% |