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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,158,000 | +16.6% | 15,972 | +3.0% | 0.54% | +2.7% |
| Q3 2021 | $993,000 | +1.6% | 15,510 | 0.0% | 0.52% | +0.2% |
| Q2 2021 | $977,000 | -0.5% | 15,510 | -10.9% | 0.52% | -8.7% |
| Q1 2021 | $982,000 | -38.5% | 17,404 | -39.8% | 0.57% | -45.6% |
| Q4 2020 | $1,598,000 | +3.5% | 28,910 | -6.2% | 1.06% | -8.6% |
| Q3 2020 | $1,544,000 | +11.7% | 30,819 | +0.2% | 1.16% | +1.6% |
| Q2 2020 | $1,382,000 | +26.8% | 30,759 | +0.9% | 1.14% | +3.3% |
| Q1 2020 | $1,090,000 | +0.6% | 30,497 | +17.9% | 1.10% | +24.8% |
| Q4 2019 | $1,084,000 | – | 25,859 | – | 0.88% | – |
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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% |