SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,189,781 | +4.4% | 155,023 | +7.4% | 5.63% | +8.9% |
| Q2 2023 | $8,802,815 | +18.7% | 144,285 | +7.7% | 5.17% | +10.4% |
| Q1 2023 | $7,418,148 | +16.4% | 133,998 | +6.6% | 4.68% | +8.7% |
| Q4 2022 | $6,371,968 | +16.0% | 125,754 | +14.7% | 4.30% | +9.5% |
| Q3 2022 | $5,495,000 | +10.0% | 109,682 | +14.9% | 3.93% | +13.6% |
| Q2 2022 | $4,996,000 | -8.6% | 95,493 | +15.7% | 3.46% | +6.7% |
| Q1 2022 | $5,465,000 | +11.9% | 82,546 | +22.4% | 3.24% | +7.7% |
| Q4 2021 | $4,886,000 | +148.3% | 67,421 | +119.4% | 3.01% | +110.8% |
| Q3 2021 | $1,968,000 | +21.6% | 30,733 | +19.6% | 1.43% | +20.5% |
| Q2 2021 | $1,618,000 | +26.0% | 25,696 | +12.9% | 1.19% | +10.4% |
| Q1 2021 | $1,284,000 | +20.8% | 22,766 | +18.4% | 1.07% | +20.1% |
| Q4 2020 | $1,063,000 | – | 19,233 | – | 0.89% | – |
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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% |