SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,121,982 | -9.8% | 18,927 | -7.2% | 0.41% | -12.8% |
| Q2 2023 | $1,243,661 | +55.4% | 20,385 | +41.0% | 0.47% | +41.3% |
| Q1 2023 | $800,407 | +42.2% | 14,459 | +30.2% | 0.33% | +26.2% |
| Q4 2022 | $562,680 | +132.5% | 11,105 | +130.9% | 0.26% | +121.0% |
| Q3 2022 | $242,000 | -2.8% | 4,810 | +1.0% | 0.12% | +2.6% |
| Q2 2022 | $249,000 | -61.2% | 4,762 | -50.8% | 0.12% | -53.0% |
| Q1 2022 | $641,000 | – | 9,682 | – | 0.25% | – |
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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% |