SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $10,000 | -23.1% | 200 | +3.6% | 0.00% | -25.0% |
Q1 2022 | $13,000 | +18.2% | 193 | +28.7% | 0.00% | +33.3% |
Q4 2021 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $10,000 | +11.1% | 150 | +11.1% | 0.00% | 0.0% |
Q2 2021 | $9,000 | +12.5% | 135 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | +14.3% | 135 | 0.0% | 0.00% | +50.0% |
Q4 2020 | $7,000 | 0.0% | 135 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $7,000 | +16.7% | 135 | 0.0% | 0.00% | +50.0% |
Q2 2020 | $6,000 | +50.0% | 135 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | -50.0% | 135 | -31.8% | 0.00% | -50.0% |
Q4 2019 | $8,000 | – | 198 | – | 0.00% | – |
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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% |