SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,792 | +1.0% | 5,378 | +4.0% | 0.01% | 0.0% |
| Q2 2023 | $315,521 | +9.1% | 5,172 | -1.0% | 0.01% | 0.0% |
| Q1 2023 | $289,213 | +3.2% | 5,224 | -5.6% | 0.01% | 0.0% |
| Q4 2022 | $280,315 | -29.0% | 5,532 | -29.8% | 0.01% | -28.6% |
| Q3 2022 | $395,000 | +5.1% | 7,885 | +9.7% | 0.01% | 0.0% |
| Q2 2022 | $376,000 | -25.0% | 7,189 | -5.0% | 0.01% | -12.5% |
| Q1 2022 | $501,000 | -12.4% | 7,571 | -4.1% | 0.01% | -11.1% |
| Q4 2021 | $572,000 | +16.7% | 7,896 | +3.2% | 0.01% | 0.0% |
| Q3 2021 | $490,000 | +14.8% | 7,652 | +12.9% | 0.01% | +12.5% |
| Q2 2021 | $427,000 | +11.8% | 6,777 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $382,000 | 0.0% | 6,777 | -2.0% | 0.01% | -10.0% |
| Q4 2020 | $382,000 | – | 6,917 | – | 0.01% | – |
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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% |