SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,342,537 | -2.7% | 225,077 | +0.2% | 13.68% | +4.0% |
Q2 2023 | $13,706,950 | +25.0% | 224,667 | +3.8% | 13.16% | +20.0% |
Q1 2023 | $10,966,022 | -0.4% | 216,420 | -0.4% | 10.97% | -0.0% |
Q4 2022 | $11,008,838 | +2.1% | 217,265 | +1.0% | 10.98% | -5.3% |
Q3 2022 | $10,780,000 | -2.7% | 215,179 | +1.5% | 11.59% | +0.5% |
Q2 2022 | $11,081,000 | -20.8% | 211,962 | +0.3% | 11.53% | -6.4% |
Q1 2022 | $13,993,000 | -12.3% | 211,336 | -4.0% | 12.32% | -14.8% |
Q4 2021 | $15,961,000 | – | 220,243 | – | 14.45% | – |
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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% |