SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,130,303 | +8.0% | 19,067 | +11.1% | 0.46% | +32.7% |
| Q2 2023 | $1,047,042 | -19.6% | 17,161 | -27.1% | 0.35% | -9.4% |
| Q1 2023 | $1,302,919 | +149.5% | 23,536 | +128.4% | 0.38% | +108.1% |
| Q4 2022 | $522,250 | +24.9% | 10,306 | +23.5% | 0.18% | -46.7% |
| Q3 2022 | $418,000 | -69.1% | 8,346 | -67.8% | 0.35% | -70.0% |
| Q2 2022 | $1,354,000 | -60.5% | 25,902 | -50.0% | 1.16% | -52.1% |
| Q1 2022 | $3,431,000 | +34.0% | 51,828 | +46.7% | 2.41% | +49.1% |
| Q4 2021 | $2,560,000 | +236.8% | 35,337 | +197.5% | 1.62% | +212.6% |
| Q3 2021 | $760,000 | -57.9% | 11,876 | -58.6% | 0.52% | -58.0% |
| Q2 2021 | $1,805,000 | -63.1% | 28,671 | -67.0% | 1.23% | -78.1% |
| Q1 2021 | $4,897,000 | -26.3% | 86,847 | -27.7% | 5.63% | -20.5% |
| Q4 2020 | $6,643,000 | – | 120,151 | – | 7.08% | – |
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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% |