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 | $511,532 | -0.5% | 8,630 | +2.4% | 0.11% | +4.9% |
| Q2 2023 | $514,164 | +16.5% | 8,428 | +5.7% | 0.10% | +10.8% |
| Q1 2023 | $441,337 | +37.1% | 7,973 | +25.5% | 0.09% | +27.4% |
| Q4 2022 | $321,935 | -11.1% | 6,354 | -12.0% | 0.07% | -18.9% |
| Q3 2022 | $362,000 | +95.7% | 7,220 | +104.4% | 0.09% | +100.0% |
| Q2 2022 | $185,000 | +1221.4% | 3,533 | +1543.3% | 0.04% | +1400.0% |
| Q1 2022 | $14,000 | +7.7% | 215 | +22.9% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +18.2% | 175 | +2.9% | 0.00% | +50.0% |
| Q3 2021 | $11,000 | +37.5% | 170 | +36.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +100.0% | 125 | +92.3% | 0.00% | +100.0% |
| Q1 2021 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | +50.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 65 | – | 0.00% | – |
Download | ||||||
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% |