SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $311,000 | -36.4% | 5,972 | -19.1% | 0.24% | +6.1% |
| Q1 2022 | $489,000 | -11.3% | 7,383 | -2.9% | 0.23% | -10.2% |
| Q4 2021 | $551,000 | -34.4% | 7,607 | -42.0% | 0.25% | -41.2% |
| Q3 2021 | $840,000 | +82.6% | 13,119 | +79.5% | 0.43% | +86.2% |
| Q2 2021 | $460,000 | +68.5% | 7,309 | +51.1% | 0.23% | +56.8% |
| Q1 2021 | $273,000 | +7.9% | 4,837 | +5.8% | 0.15% | +7.2% |
| Q4 2020 | $253,000 | +22.8% | 4,572 | +11.2% | 0.14% | +10.4% |
| Q3 2020 | $206,000 | -14.2% | 4,112 | -22.9% | 0.12% | -17.2% |
| Q2 2020 | $240,000 | +29.7% | 5,336 | +3.1% | 0.15% | +10.2% |
| Q1 2020 | $185,000 | +172.1% | 5,175 | +221.0% | 0.14% | +121.0% |
| Q4 2019 | $68,000 | – | 1,612 | – | 0.06% | – |
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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% |