SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,738 | +17.9% | 6,237 | +21.4% | 0.02% | +21.4% |
| Q2 2023 | $313,537 | +10.4% | 5,139 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $283,994 | +9.5% | 5,130 | +0.2% | 0.01% | -84.3% |
| Q4 2022 | $259,435 | -28.9% | 5,120 | -49.8% | 0.09% | +67.9% |
| Q1 2020 | $365,000 | -80.0% | 10,207 | -76.6% | 0.05% | -33.8% |
| Q4 2019 | $1,827,000 | +278.3% | 43,590 | +259.3% | 0.08% | +35.6% |
| Q3 2019 | $483,000 | – | 12,131 | 0.0% | 0.06% | – |
| Q2 2019 | $0 | -100.0% | 12,131 | +20.1% | 0.00% | -100.0% |
| Q1 2019 | $376,000 | – | 10,100 | – | 0.05% | – |
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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% |