SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,538,552 | +17.0% | 25,954 | +20.5% | 0.77% | +23.6% |
| Q2 2023 | $1,314,503 | +18.0% | 21,546 | +7.1% | 0.62% | +7.4% |
| Q1 2023 | $1,114,138 | +7.0% | 20,125 | -2.0% | 0.58% | +4.5% |
| Q4 2022 | $1,040,846 | -14.8% | 20,542 | -15.8% | 0.56% | -23.4% |
| Q3 2022 | $1,222,000 | +9.1% | 24,393 | +13.9% | 0.73% | +11.7% |
| Q2 2022 | $1,120,000 | – | 21,422 | – | 0.65% | – |
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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% |