SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,195,000 | +7.0% | 123,952 | -0.7% | 2.82% | +4.4% |
| Q3 2019 | $4,855,000 | +25.6% | 124,838 | +25.1% | 2.70% | +12.9% |
| Q2 2019 | $3,866,000 | +139.7% | 99,812 | +130.3% | 2.39% | +145.7% |
| Q1 2019 | $1,613,000 | +343.1% | 43,343 | +287.4% | 0.97% | +280.1% |
| Q4 2018 | $364,000 | -34.8% | 11,187 | -23.4% | 0.26% | -25.4% |
| Q3 2018 | $558,000 | +22.6% | 14,599 | +12.6% | 0.34% | +22.9% |
| Q2 2018 | $455,000 | – | 12,963 | – | 0.28% | – |
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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% |