SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,051,207 | -0.6% | 34,602 | +2.3% | 1.66% | +18.7% |
| Q2 2023 | $2,064,518 | +20.0% | 33,839 | +8.9% | 1.40% | +10.6% |
| Q1 2023 | $1,719,980 | +117626.2% | 31,069 | +7.7% | 1.26% | +16.3% |
| Q4 2022 | $1,461 | -99.9% | 28,847 | +43.2% | 1.09% | +30.0% |
| Q3 2022 | $1,009,000 | +21.1% | 20,140 | +26.4% | 0.84% | +33.1% |
| Q2 2022 | $833,000 | +122.7% | 15,936 | +181.9% | 0.63% | +163.9% |
| Q1 2022 | $374,000 | +5.6% | 5,653 | +15.6% | 0.24% | +14.4% |
| Q4 2021 | $354,000 | +24.2% | 4,890 | +9.7% | 0.21% | +13.0% |
| Q3 2021 | $285,000 | +10.5% | 4,456 | +8.6% | 0.18% | +10.8% |
| Q2 2021 | $258,000 | +28.4% | 4,104 | +15.2% | 0.17% | +20.3% |
| Q1 2021 | $201,000 | – | 3,564 | – | 0.14% | – |
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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% |