SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,036,455 | +7.6% | 68,091 | +10.7% | 0.50% | +12.3% |
| Q2 2023 | $3,753,051 | +32.5% | 61,515 | +20.2% | 0.45% | +31.9% |
| Q1 2023 | $2,833,344 | +27.1% | 51,180 | +16.3% | 0.34% | +6.6% |
| Q4 2022 | $2,230,088 | +30.4% | 44,012 | +28.9% | 0.32% | +24.2% |
| Q3 2022 | $1,710,000 | +85.9% | 34,140 | +93.9% | 0.26% | +96.9% |
| Q2 2022 | $920,000 | +2687.9% | 17,606 | +3421.2% | 0.13% | +3150.0% |
| Q1 2022 | $33,000 | -21.4% | 500 | -13.0% | 0.00% | -20.0% |
| Q4 2021 | $42,000 | +13.5% | 575 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $37,000 | +2.8% | 575 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $36,000 | – | 575 | – | 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% |