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 | $10,004,448 | -1.9% | 168,766 | +1.0% | 2.41% | -2.7% |
| Q2 2023 | $10,193,296 | +13.7% | 167,076 | +3.8% | 2.48% | +4.7% |
| Q1 2023 | $8,967,285 | +7.6% | 160,906 | -2.2% | 2.36% | -8.7% |
| Q4 2022 | $8,336,417 | +5.2% | 164,524 | +8.9% | 2.59% | +4.9% |
| Q3 2022 | $7,923,000 | +1.2% | 151,037 | +0.8% | 2.47% | +1.9% |
| Q2 2022 | $7,831,000 | – | 149,796 | – | 2.42% | – |
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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% |