SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279 | -85.6% | 4,700 | -85.2% | 0.00% | -100.0% |
| Q2 2023 | $1,940 | +18.4% | 31,800 | +7.4% | 0.00% | +50.0% |
| Q1 2023 | $1,639 | -99.8% | 29,600 | +92.2% | 0.00% | +100.0% |
| Q3 2022 | $772,000 | -59.5% | 15,400 | -57.8% | 0.00% | -50.0% |
| Q2 2022 | $1,908,000 | -13.4% | 36,500 | +20.1% | 0.00% | -33.3% |
| Q4 2021 | $2,203,000 | +7.5% | 30,400 | -5.0% | 0.00% | 0.0% |
| Q3 2021 | $2,049,000 | +58.0% | 32,000 | -11.8% | 0.00% | +200.0% |
| Q1 2020 | $1,297,000 | +11.3% | 36,300 | +30.6% | 0.00% | 0.0% |
| Q4 2019 | $1,165,000 | +15.2% | 27,800 | +6.5% | 0.00% | 0.0% |
| Q2 2019 | $1,011,000 | +3.4% | 26,100 | -13.3% | 0.00% | 0.0% |
| Q4 2018 | $978,000 | +87.0% | 30,100 | +102.0% | 0.00% | – |
| Q2 2018 | $523,000 | – | 14,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Investments & Financial Planning, LLC | 387,373 | $22,963,461 | 20.47% |
| RESTON WEALTH MANAGEMENT LLC | 676,946 | $40,129,377 | 20.26% |
| Leicht Financial Planning & Wealth Management, Inc. | 494,463 | $29,311,782 | 18.09% |
| Cordatus Wealth Management LLC | 332,341 | $19,701 | 18.00% |
| Boyd Wealth Management, LLC | 445,284 | $26,396,436 | 17.74% |
| DESTINY CAPITAL SECURITIES CORPORATION | 329,340 | $19,523,273 | 15.84% |
| Focused Wealth Management, Inc | 1,396,507 | $82,784,936 | 14.62% |
| ERTS Wealth Advisors, LLC | 989,431 | $58,653,474 | 14.12% |
| Compton Financial Group, LLC | 613,318 | $36,357,441 | 13.81% |
| Willis Johnson & Associates, Inc. | 2,270,571 | $134,599,448 | 13.80% |