SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,873 | -2.1% | 3,759 | +0.3% | 0.10% | +2.0% |
| Q2 2023 | $228,653 | +7.2% | 3,748 | -2.8% | 0.10% | -9.3% |
| Q1 2023 | $213,357 | -16.6% | 3,854 | -23.6% | 0.11% | -25.0% |
| Q4 2022 | $255,695 | +1.5% | 5,046 | +0.3% | 0.14% | -15.3% |
| Q3 2022 | $252,000 | -3.8% | 5,033 | +0.3% | 0.17% | +14.1% |
| Q2 2022 | $262,000 | -22.3% | 5,020 | -1.3% | 0.15% | -8.0% |
| Q1 2022 | $337,000 | -8.4% | 5,088 | +0.2% | 0.16% | -1.8% |
| Q4 2021 | $368,000 | +5.4% | 5,079 | +1.8% | 0.16% | 0.0% |
| Q3 2021 | $349,000 | +11.1% | 4,990 | +0.2% | 0.16% | 0.0% |
| Q2 2021 | $314,000 | +11.7% | 4,982 | +0.2% | 0.16% | +0.6% |
| Q1 2021 | $281,000 | -1.4% | 4,974 | +0.2% | 0.16% | -2.4% |
| Q4 2020 | $285,000 | +9.2% | 4,964 | +0.2% | 0.17% | +3.1% |
| Q3 2020 | $261,000 | +8.3% | 4,952 | +0.2% | 0.16% | -1.2% |
| Q2 2020 | $241,000 | +17.0% | 4,941 | +0.7% | 0.16% | -9.8% |
| Q4 2019 | $206,000 | – | 4,908 | – | 0.18% | – |
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% |