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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,234 | -1.5% | 4,963 | +1.4% | 0.04% | +5.0% |
| Q2 2023 | $298,664 | +10.7% | 4,895 | +0.4% | 0.04% | 0.0% |
| Q1 2023 | $269,893 | +9.7% | 4,875 | +0.2% | 0.04% | +2.6% |
| Q4 2022 | $246,000 | -22.6% | 4,863 | -23.4% | 0.04% | -25.0% |
| Q3 2022 | $318,000 | -6.5% | 6,345 | -2.4% | 0.05% | +18.2% |
| Q2 2022 | $340,000 | -59.8% | 6,500 | -49.1% | 0.04% | -64.5% |
| Q1 2022 | $845,000 | -9.4% | 12,763 | -0.8% | 0.12% | -6.1% |
| Q4 2021 | $933,000 | +13.5% | 12,872 | +0.3% | 0.13% | +4.8% |
| Q3 2021 | $822,000 | +6.5% | 12,832 | +4.6% | 0.13% | +0.8% |
| Q2 2021 | $772,000 | +6.8% | 12,267 | -4.3% | 0.12% | -3.1% |
| Q1 2021 | $723,000 | +2.7% | 12,817 | +0.7% | 0.13% | -10.4% |
| Q4 2020 | $704,000 | – | 12,732 | – | 0.14% | – |
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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% |