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 | $338,964 | -2.8% | 5,718 | 0.0% | 0.03% | +6.9% |
Q2 2023 | $348,856 | +8.5% | 5,718 | -1.6% | 0.03% | -3.3% |
Q1 2023 | $321,642 | +7.4% | 5,810 | -1.7% | 0.03% | 0.0% |
Q4 2022 | $299,460 | +1.5% | 5,910 | +0.3% | 0.03% | -6.2% |
Q3 2022 | $295,000 | -4.2% | 5,892 | 0.0% | 0.03% | +23.1% |
Q2 2022 | $308,000 | -9.7% | 5,892 | +14.4% | 0.03% | +8.3% |
Q1 2022 | $341,000 | -23.5% | 5,152 | -16.4% | 0.02% | -20.0% |
Q4 2021 | $446,000 | +46.2% | 6,160 | +11.7% | 0.03% | +15.4% |
Q4 2020 | $305,000 | +10.5% | 5,517 | 0.0% | 0.03% | +4.0% |
Q3 2020 | $276,000 | -7.4% | 5,517 | -16.9% | 0.02% | -13.8% |
Q2 2020 | $298,000 | +25.7% | 6,642 | 0.0% | 0.03% | -6.5% |
Q1 2020 | $237,000 | – | 6,642 | – | 0.03% | – |
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% |