SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 341 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,380 | -99.9% | 22,621 | +32.6% | 0.14% | -9.0% |
| Q3 2021 | $1,092,000 | -55.8% | 17,055 | -56.6% | 0.16% | -61.4% |
| Q2 2021 | $2,472,000 | -30.2% | 39,257 | -37.5% | 0.40% | -39.9% |
| Q1 2021 | $3,541,000 | -21.6% | 62,780 | -23.7% | 0.67% | -10.4% |
| Q4 2020 | $4,516,000 | +960.1% | 82,227 | +868.2% | 0.75% | +607.5% |
| Q3 2020 | $426,000 | -86.8% | 8,493 | -90.6% | 0.11% | -94.8% |
| Q1 2020 | $3,219,000 | -2.0% | 90,064 | +14.9% | 2.04% | +150.9% |
| Q4 2019 | $3,284,000 | -30.6% | 78,368 | -35.6% | 0.81% | -36.5% |
| Q3 2019 | $4,734,000 | +12.1% | 121,723 | +10.0% | 1.28% | +79.5% |
| Q2 2019 | $4,224,000 | +190.3% | 110,612 | +182.8% | 0.71% | +14.8% |
| Q1 2019 | $1,455,000 | – | 39,109 | – | 0.62% | – |
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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% |