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 | $767 | -2.9% | 12,941 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $790 | +10.3% | 12,941 | 0.0% | 0.03% | +3.6% |
| Q1 2023 | $716 | +35.9% | 12,941 | +24.5% | 0.03% | +27.3% |
| Q4 2022 | $527 | -99.9% | 10,394 | -1.1% | 0.02% | -15.4% |
| Q3 2022 | $527,000 | -1.9% | 10,514 | +2.3% | 0.03% | +8.3% |
| Q2 2022 | $537,000 | -21.0% | 10,273 | 0.0% | 0.02% | -17.2% |
| Q1 2022 | $680,000 | -7.6% | 10,273 | +1.1% | 0.03% | -9.4% |
| Q4 2021 | $736,000 | +13.1% | 10,162 | 0.0% | 0.03% | +3.2% |
| Q3 2021 | $651,000 | +1.7% | 10,162 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $640,000 | +11.7% | 10,162 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $573,000 | +2.0% | 10,162 | 0.0% | 0.03% | -11.8% |
| Q4 2020 | $562,000 | +10.4% | 10,162 | 0.0% | 0.03% | -12.8% |
| Q3 2020 | $509,000 | +11.6% | 10,162 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $456,000 | +67.0% | 10,162 | +33.0% | 0.04% | +42.3% |
| Q1 2020 | $273,000 | – | 7,642 | – | 0.03% | – |
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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% |