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 | $1,134,797 | +57155.1% | 19,143 | -46.5% | 0.00% | 0.0% |
| Q1 2023 | $1,982 | -99.1% | 35,794 | +694.4% | 0.00% | – |
| Q3 2022 | $226,000 | -85.2% | 4,506 | -80.5% | 0.00% | -100.0% |
| Q1 2022 | $1,530,000 | +180.2% | 23,106 | +206.5% | 0.00% | – |
| Q4 2021 | $546,000 | -58.3% | 7,538 | -68.2% | 0.00% | -100.0% |
| Q4 2020 | $1,309,000 | +514.6% | 23,669 | +365.4% | 0.00% | – |
| Q4 2019 | $213,000 | -63.2% | 5,086 | -71.4% | 0.00% | -100.0% |
| Q4 2018 | $579,000 | +27.0% | 17,813 | +30.9% | 0.00% | 0.0% |
| Q1 2018 | $456,000 | – | 13,612 | – | 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% |