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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |