SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,484,017 | +0.5% | 227,456 | +3.5% | 0.56% | -0.5% |
Q2 2023 | $13,410,857 | -46.9% | 219,807 | -51.9% | 0.56% | -52.3% |
Q1 2023 | $25,276,056 | +19.4% | 456,571 | +9.3% | 1.18% | +9.0% |
Q4 2022 | $21,173,189 | -2.0% | 417,863 | -3.1% | 1.08% | -10.5% |
Q3 2022 | $21,596,000 | +17.9% | 431,058 | +23.0% | 1.21% | +20.1% |
Q2 2022 | $18,318,000 | -11.8% | 350,384 | +12.5% | 1.01% | -16.8% |
Q1 2022 | $20,771,000 | +7.0% | 311,343 | +14.8% | 1.21% | +0.9% |
Q4 2021 | $19,414,000 | +15.1% | 271,251 | +2.9% | 1.20% | +3.2% |
Q3 2021 | $16,870,000 | +27.4% | 263,516 | +23.7% | 1.16% | +18.8% |
Q2 2021 | $13,244,000 | +57.1% | 213,086 | +42.6% | 0.98% | +20.7% |
Q1 2021 | $8,430,000 | +10.2% | 149,462 | +8.0% | 0.81% | +2.4% |
Q4 2020 | $7,652,000 | +47.0% | 138,392 | +33.2% | 0.79% | +23.9% |
Q3 2020 | $5,207,000 | +58.2% | 103,927 | +41.8% | 0.64% | +18.6% |
Q2 2020 | $3,292,000 | +425.0% | 73,316 | +317.8% | 0.54% | +224.7% |
Q1 2020 | $627,000 | – | 17,550 | – | 0.17% | – |
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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% |