SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $594,103 | +10.5% | 9,738 | +0.3% | 0.36% | +44.3% |
| Q1 2023 | $537,418 | +9.4% | 9,708 | +0.2% | 0.25% | +1.7% |
| Q4 2022 | $491,027 | +1.5% | 9,691 | +0.3% | 0.24% | -10.7% |
| Q3 2022 | $484,000 | -4.0% | 9,664 | +0.2% | 0.27% | -4.9% |
| Q2 2022 | $504,000 | -20.9% | 9,641 | +0.2% | 0.28% | -1.7% |
| Q1 2022 | $637,000 | -8.5% | 9,617 | +0.2% | 0.29% | -5.8% |
| Q4 2021 | $696,000 | -7.2% | 9,600 | -18.1% | 0.31% | -7.8% |
| Q3 2021 | $750,000 | +1.8% | 11,723 | +0.2% | 0.33% | +8.8% |
| Q2 2021 | $737,000 | +12.2% | 11,704 | +0.4% | 0.31% | +5.1% |
| Q1 2021 | $657,000 | +2.2% | 11,654 | +0.2% | 0.29% | -7.9% |
| Q4 2020 | $643,000 | – | 11,630 | – | 0.32% | – |
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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% |