SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,982 | +19.6% | 13,596 | +23.1% | 0.08% | +23.2% |
| Q2 2023 | $673,851 | +149.8% | 11,045 | +37.7% | 0.07% | +360.0% |
| Q1 2023 | $269,723 | -79.2% | 8,023 | -68.6% | 0.02% | -74.1% |
| Q4 2022 | $1,294,527 | +154.3% | 25,548 | +151.4% | 0.06% | +93.3% |
| Q3 2022 | $509,000 | -8.6% | 10,162 | -4.0% | 0.03% | -38.8% |
| Q2 2022 | $557,000 | -65.8% | 10,583 | -56.9% | 0.05% | -46.7% |
| Q1 2022 | $1,627,000 | -75.2% | 24,566 | -72.8% | 0.09% | -83.4% |
| Q4 2021 | $6,549,000 | +349.2% | 90,370 | +249.6% | 0.55% | +373.5% |
| Q1 2021 | $1,458,000 | -2.3% | 25,853 | -4.3% | 0.12% | -15.2% |
| Q4 2020 | $1,493,000 | – | 27,012 | – | 0.14% | – |
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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% |