SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,033 | -2.7% | 9,650 | +0.1% | 0.01% | +11.1% |
| Q2 2023 | $588,062 | +100595.5% | 9,639 | -8.6% | 0.01% | -10.0% |
| Q1 2023 | $584 | +93.4% | 10,551 | +77.0% | 0.01% | +66.7% |
| Q4 2022 | $302 | -99.9% | 5,961 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $299,000 | -4.2% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $312,000 | -21.0% | 5,961 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $395,000 | +19.7% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $330,000 | -13.6% | 5,961 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $382,000 | +1.9% | 5,961 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $375,000 | +11.6% | 5,961 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $336,000 | – | 5,961 | – | 0.01% | – |
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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% |