SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 341 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,023 | -57.6% | 5,719 | -48.2% | 0.30% | -36.1% |
| Q4 2021 | $800,000 | +42.3% | 11,045 | +25.7% | 0.48% | +47.2% |
| Q3 2021 | $562,000 | -13.4% | 8,784 | -14.7% | 0.32% | -11.0% |
| Q2 2021 | $649,000 | +46.5% | 10,301 | +16.6% | 0.36% | +43.9% |
| Q3 2020 | $443,000 | -17.7% | 8,833 | -26.2% | 0.25% | -43.8% |
| Q2 2020 | $538,000 | -8.5% | 11,971 | -27.3% | 0.45% | -25.6% |
| Q1 2020 | $588,000 | -64.9% | 16,461 | -61.9% | 0.60% | -38.3% |
| Q2 2019 | $1,674,000 | +13.6% | 43,232 | +9.1% | 0.98% | +2.8% |
| Q1 2019 | $1,474,000 | +12.7% | 39,633 | -1.5% | 0.95% | -13.9% |
| Q4 2018 | $1,308,000 | +24.0% | 40,241 | +42.6% | 1.11% | +7.5% |
| Q3 2018 | $1,055,000 | – | 28,219 | – | 1.03% | – |
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% |