SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $346,462 | +2.1% | 5,844 | +5.1% | 0.06% | +3.6% |
Q2 2023 | $339,292 | +26.5% | 5,561 | +14.8% | 0.06% | +10.0% |
Q1 2023 | $268,157 | +10.0% | 4,844 | +0.7% | 0.05% | +2.0% |
Q4 2022 | $243,699 | +10.8% | 4,810 | +9.4% | 0.05% | +4.3% |
Q3 2022 | $220,000 | -4.3% | 4,395 | +0.0% | 0.05% | -6.0% |
Q2 2022 | $230,000 | -24.1% | 4,393 | -4.0% | 0.05% | -10.7% |
Q1 2022 | $303,000 | -51.9% | 4,574 | -47.4% | 0.06% | -51.7% |
Q4 2021 | $630,000 | +13.3% | 8,695 | +0.2% | 0.12% | +5.5% |
Q3 2021 | $556,000 | -2.5% | 8,677 | -4.1% | 0.11% | -5.2% |
Q2 2021 | $570,000 | +10.9% | 9,048 | -0.7% | 0.12% | -4.1% |
Q1 2021 | $514,000 | +2.4% | 9,116 | +0.3% | 0.12% | +1.7% |
Q4 2020 | $502,000 | +13.8% | 9,086 | +3.3% | 0.12% | -13.1% |
Q3 2020 | $441,000 | -14.2% | 8,793 | -23.1% | 0.14% | -25.5% |
Q2 2020 | $514,000 | +104.8% | 11,441 | +62.7% | 0.18% | +17.9% |
Q1 2020 | $251,000 | – | 7,030 | – | 0.16% | – |
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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% |