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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $396,992 | +24.0% | 6,507 | +3.0% | 0.01% | +11.1% |
Q4 2022 | $320,184 | -51.9% | 6,319 | -31.2% | 0.01% | -78.0% |
Q4 2021 | $665,000 | -2.6% | 9,178 | -14.0% | 0.04% | -24.1% |
Q3 2021 | $683,000 | +178.8% | 10,666 | +140.8% | 0.05% | +107.7% |
Q4 2020 | $245,000 | -87.9% | 4,429 | -89.1% | 0.03% | -80.0% |
Q3 2020 | $2,027,000 | +230.7% | 40,459 | +196.3% | 0.13% | +202.3% |
Q2 2020 | $613,000 | -77.5% | 13,656 | -82.1% | 0.04% | -78.3% |
Q1 2020 | $2,730,000 | +612.8% | 76,382 | +735.6% | 0.20% | +760.9% |
Q4 2019 | $383,000 | +29.4% | 9,141 | +19.9% | 0.02% | -11.5% |
Q3 2019 | $296,000 | – | 7,624 | – | 0.03% | – |
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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% |