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 | $314,303 | -17.4% | 5,302 | -15.0% | 0.06% | -15.1% |
Q2 2023 | $380,397 | +10.2% | 6,235 | 0.0% | 0.07% | +9.0% |
Q1 2023 | $345,170 | +109131.0% | 6,235 | 0.0% | 0.07% | +9.8% |
Q4 2022 | $316 | -99.9% | 6,235 | 0.0% | 0.06% | -12.9% |
Q3 2022 | $313,000 | -4.0% | 6,235 | 0.0% | 0.07% | +12.9% |
Q2 2022 | $326,000 | -25.4% | 6,235 | -5.6% | 0.06% | -13.9% |
Q1 2022 | $437,000 | -8.8% | 6,604 | 0.0% | 0.07% | -8.9% |
Q4 2021 | $479,000 | +13.5% | 6,604 | 0.0% | 0.08% | -6.0% |
Q3 2021 | $422,000 | +6.6% | 6,604 | +5.1% | 0.08% | -1.2% |
Q2 2021 | $396,000 | +11.9% | 6,281 | 0.0% | 0.08% | +4.9% |
Q1 2021 | $354,000 | +2.0% | 6,281 | 0.0% | 0.08% | -2.4% |
Q4 2020 | $347,000 | +10.2% | 6,281 | 0.0% | 0.08% | 0.0% |
Q3 2020 | $315,000 | +13.7% | 6,281 | +2.1% | 0.08% | +5.1% |
Q2 2020 | $277,000 | – | 6,153 | – | 0.08% | – |
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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% |