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 | $1,894,606 | +0.9% | 31,960 | +3.9% | 0.16% | 0.0% |
| Q2 2023 | $1,876,973 | +10.4% | 30,765 | +0.2% | 0.16% | 0.0% |
| Q1 2023 | $1,699,969 | +111.6% | 30,708 | +93.7% | 0.16% | +80.2% |
| Q4 2022 | $803,416 | +6.6% | 15,856 | +5.4% | 0.09% | -9.5% |
| Q3 2022 | $754,000 | -13.4% | 15,049 | -9.7% | 0.10% | -30.1% |
| Q2 2022 | $871,000 | -44.9% | 16,659 | -30.2% | 0.14% | -27.7% |
| Q1 2022 | $1,580,000 | – | 23,869 | – | 0.19% | – |
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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% |