SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,868 | -5.0% | 4,350 | -2.2% | 0.17% | -0.6% |
| Q2 2023 | $271,495 | +0.1% | 4,450 | -9.2% | 0.17% | -4.4% |
| Q1 2023 | $271,264 | +7.1% | 4,900 | -2.0% | 0.18% | +5.2% |
| Q4 2022 | $253,350 | +0.9% | 5,000 | 0.0% | 0.17% | -3.4% |
| Q3 2022 | $251,000 | -6.0% | 5,000 | -2.0% | 0.18% | +11.2% |
| Q2 2022 | $267,000 | -21.0% | 5,100 | 0.0% | 0.16% | -2.4% |
| Q1 2022 | $338,000 | -8.6% | 5,100 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $370,000 | +13.1% | 5,100 | 0.0% | 0.16% | +10.7% |
| Q3 2021 | $327,000 | +1.9% | 5,100 | 0.0% | 0.15% | +6.4% |
| Q2 2021 | $321,000 | +11.5% | 5,100 | 0.0% | 0.14% | +6.9% |
| Q1 2021 | $288,000 | +2.1% | 5,100 | 0.0% | 0.13% | -19.1% |
| Q4 2020 | $282,000 | +10.2% | 5,100 | 0.0% | 0.16% | -2.4% |
| Q3 2020 | $256,000 | +11.8% | 5,100 | 0.0% | 0.17% | +5.1% |
| Q2 2020 | $229,000 | +9.0% | 5,100 | +2.0% | 0.16% | +18.8% |
| Q4 2019 | $210,000 | – | 5,000 | – | 0.13% | – |
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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% |