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 | $5,432,018 | -6.7% | 91,633 | -4.0% | 0.53% | -4.5% |
Q2 2023 | $5,822,232 | +21.1% | 95,431 | +9.9% | 0.56% | +10.6% |
Q1 2023 | $4,807,427 | +9.7% | 86,839 | +0.4% | 0.50% | +5.5% |
Q4 2022 | $4,383,378 | -4.5% | 86,508 | -5.5% | 0.48% | -6.3% |
Q3 2022 | $4,589,000 | -3.9% | 91,590 | +0.3% | 0.51% | +2.2% |
Q2 2022 | $4,775,000 | -20.1% | 91,328 | +1.2% | 0.50% | -6.9% |
Q1 2022 | $5,976,000 | -5.8% | 90,260 | +3.1% | 0.53% | -4.6% |
Q4 2021 | $6,343,000 | +5.9% | 87,532 | +0.0% | 0.56% | +4.3% |
Q3 2021 | $5,991,000 | +19.0% | 87,530 | -2.0% | 0.54% | -11.2% |
Q1 2021 | $5,034,000 | +0.1% | 89,275 | -1.9% | 0.60% | -8.5% |
Q4 2020 | $5,029,000 | +9.6% | 90,964 | -0.6% | 0.66% | -20.8% |
Q3 2020 | $4,587,000 | +4.8% | 91,542 | -6.0% | 0.84% | -41.4% |
Q2 2020 | $4,376,000 | -36.7% | 97,418 | -49.6% | 1.42% | -31.3% |
Q1 2020 | $6,910,000 | +2026.2% | 193,331 | +2393.6% | 2.07% | +2254.5% |
Q4 2019 | $325,000 | – | 7,753 | – | 0.09% | – |
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% |