SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $59,560 | +9.4% | 1,076 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $54,462 | -4.5% | 1,075 | +0.1% | 0.03% | -13.3% |
| Q3 2022 | $57,000 | -1.7% | 1,074 | +0.1% | 0.03% | -9.1% |
| Q2 2022 | $58,000 | -18.3% | 1,073 | +0.1% | 0.03% | -10.8% |
| Q1 2022 | $71,000 | -68.4% | 1,072 | -65.4% | 0.04% | -66.4% |
| Q4 2021 | $225,000 | +43.3% | 3,102 | +26.6% | 0.11% | +8.9% |
| Q3 2021 | $157,000 | -19.5% | 2,450 | -21.0% | 0.10% | -21.7% |
| Q2 2021 | $195,000 | +11.4% | 3,100 | +0.1% | 0.13% | -9.2% |
| Q1 2021 | $175,000 | +2.3% | 3,098 | +0.0% | 0.14% | -10.7% |
| Q4 2020 | $171,000 | – | 3,097 | – | 0.16% | – |
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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% |