SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,563,741 | +410.8% | 43,248 | +425.7% | 0.00% | – |
| Q2 2023 | $501,929 | -8.9% | 8,227 | -17.3% | 0.00% | – |
| Q1 2023 | $550,722 | -61.8% | 9,948 | -65.1% | 0.00% | – |
| Q4 2022 | $1,442,828 | +180.7% | 28,475 | +177.8% | 0.00% | – |
| Q3 2022 | $514,000 | +12.5% | 10,251 | +17.4% | 0.00% | – |
| Q2 2022 | $457,000 | -14.9% | 8,732 | +7.6% | 0.00% | – |
| Q1 2022 | $537,000 | -3.4% | 8,115 | +5.7% | 0.00% | – |
| Q4 2021 | $556,000 | +13.2% | 7,676 | 0.0% | 0.00% | – |
| Q3 2021 | $491,000 | +15.5% | 7,676 | +13.7% | 0.00% | – |
| Q2 2021 | $425,000 | +11.5% | 6,751 | 0.0% | 0.00% | – |
| Q1 2021 | $381,000 | +2.1% | 6,751 | 0.0% | 0.00% | – |
| Q4 2020 | $373,000 | +12.7% | 6,751 | +2.1% | 0.00% | – |
| Q3 2020 | $331,000 | +6.1% | 6,614 | -4.8% | 0.00% | – |
| Q2 2020 | $312,000 | -19.8% | 6,947 | -36.2% | 0.00% | – |
| Q1 2020 | $389,000 | +27.5% | 10,891 | +49.5% | 0.00% | – |
| Q4 2019 | $305,000 | – | 7,287 | – | 0.00% | – |
Download | ||||||
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% |