SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $568,000 | +15.9% | 9,023 | +4.0% | 0.04% | +2.6% |
| Q1 2021 | $490,000 | +15.6% | 8,680 | +13.2% | 0.04% | +11.8% |
| Q4 2020 | $424,000 | -9.8% | 7,665 | -18.3% | 0.03% | -5.6% |
| Q3 2020 | $470,000 | -28.5% | 9,379 | -35.8% | 0.04% | -29.4% |
| Q2 2020 | $657,000 | -22.9% | 14,606 | -38.6% | 0.05% | -50.0% |
| Q1 2020 | $852,000 | +247.8% | 23,796 | +305.4% | 0.10% | +920.0% |
| Q4 2019 | $245,000 | +4.7% | 5,870 | +164.5% | 0.01% | -66.7% |
| Q4 2016 | $234,000 | – | 2,219 | – | 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% |