SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,879 | +0.6% | 3,888 | 0.0% | 0.00% | – |
| Q2 2023 | $237,557 | -12.5% | 3,888 | -25.2% | 0.00% | – |
| Q4 2022 | $271,387 | -3.8% | 5,198 | 0.0% | 0.00% | – |
| Q3 2022 | $282,000 | +7.2% | 5,198 | +7.7% | 0.00% | – |
| Q2 2022 | $263,000 | -37.1% | 4,825 | -22.3% | 0.00% | – |
| Q1 2022 | $418,000 | +29.0% | 6,208 | +40.3% | 0.00% | – |
| Q4 2021 | $324,000 | -83.6% | 4,425 | -85.4% | 0.00% | -100.0% |
| Q3 2021 | $1,972,000 | +1039.9% | 30,338 | +1001.2% | 0.00% | – |
| Q2 2021 | $173,000 | +38.4% | 2,755 | +30.3% | 0.00% | – |
| Q1 2021 | $125,000 | -13.8% | 2,115 | -19.1% | 0.00% | – |
| Q4 2020 | $145,000 | +262.5% | 2,615 | +226.9% | 0.00% | – |
| Q3 2020 | $40,000 | -54.5% | 800 | -70.3% | 0.00% | – |
| Q4 2018 | $88,000 | +1366.7% | 2,695 | +4391.7% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | +50.0% | 60 | +50.0% | 0.00% | – |
| Q3 2014 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2014 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | – |
| Q1 2014 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2013 | $3,000 | – | 40 | – | 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% |