SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $20,022 | +9.5% | 362 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $18,290 | +1.6% | 361 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | +63.6% | 360 | +73.9% | 0.00% | +50.0% |
| Q2 2022 | $11,000 | -21.4% | 207 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +15.4% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 206 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 205 | 0.0% | 0.00% | -60.0% |
| Q1 2021 | $12,000 | +9.1% | 205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 205 | +0.5% | 0.01% | +25.0% |
| Q3 2020 | $10,000 | +11.1% | 204 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 204 | +0.5% | 0.00% | +33.3% |
| Q1 2020 | $7,000 | -12.5% | 203 | +0.5% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +100.0% | 202 | +92.4% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | -96.5% | 105 | -97.0% | 0.00% | -96.4% |
| Q4 2018 | $114,000 | – | 3,515 | – | 0.06% | – |
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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% |