CX Institutional - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
CX Institutional ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,142,443
+107.1%
137,356
+113.1%
0.45%
+119.6%
Q2 2023$3,932,198
-1.1%
64,452
-9.7%
0.20%
-3.8%
Q1 2023$3,974,655
+17.6%
71,411
+7.1%
0.21%
+3.4%
Q4 2022$3,378,865
-65.3%
66,684
-65.6%
0.20%
-69.6%
Q3 2022$9,724,000
-0.3%
194,101
+4.1%
0.68%
-8.3%
Q2 2022$9,749,000
+775.9%
186,472
+1009.0%
0.74%
+727.0%
Q1 2022$1,113,000
-37.2%
16,814
-31.2%
0.09%
-36.9%
Q4 2021$1,772,000
+25.3%
24,445
+10.7%
0.14%
+21.6%
Q3 2021$1,414,000
+79.7%
22,088
+76.8%
0.12%
+78.5%
Q2 2021$787,000
-27.0%
12,494
-34.6%
0.06%
-32.3%
Q1 2021$1,078,000
+13.4%
19,110
+11.1%
0.10%
+4.3%
Q4 2020$951,000
+43.7%
17,204
+30.2%
0.09%
+29.6%
Q3 2020$662,000
+17.4%
13,212
+5.2%
0.07%
-4.1%
Q2 2020$564,000
+51.6%
12,557
+20.6%
0.07%
+21.3%
Q1 2020$372,00010,4150.06%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
REFRAME WEALTH, LLC 1,212,962$61,460,77323.62%
Capital Directions Investment Advisors, LLC 1,212,962$61,460,77322.94%
Investments & Financial Planning, LLC 374,602$18,981,06818.60%
Foresight Wealth Management, LLC 20,121$1,019,55414.61%
Destiny Capital Corp/CO 305,843$16,497,17613.57%
Echo Wealth Management, LLC 239,094$12,459,19113.27%
NICOLET ADVISORY SERVICES, LLC 1,923,413$99,478,91413.15%
Willis Johnson & Associates, Inc. 1,972,346$99,938,79313.03%
Focused Wealth Management, Inc 1,246,658$63,168,16012.84%
RESTON WEALTH MANAGEMENT LLC 448,136$22,707,06612.54%
View complete list of SPDR SER TR shareholders