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 | $400,674 | +4.1% | 6,759 | +7.1% | 0.04% | +5.7% |
| Q2 2023 | $384,973 | +12.4% | 6,310 | +2.0% | 0.04% | +6.1% |
| Q1 2023 | $342,402 | +45.7% | 6,185 | +37.6% | 0.03% | +32.0% |
| Q2 2022 | $235,000 | -23.5% | 4,495 | -3.0% | 0.02% | -13.8% |
| Q1 2022 | $307,000 | -8.6% | 4,633 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $336,000 | +6.3% | 4,633 | -6.2% | 0.03% | -3.2% |
| Q3 2021 | $316,000 | +17.9% | 4,941 | +15.9% | 0.03% | +14.8% |
| Q2 2021 | $268,000 | +11.7% | 4,263 | 0.0% | 0.03% | +3.8% |
| Q1 2021 | $240,000 | -2.8% | 4,263 | -4.4% | 0.03% | -10.3% |
| Q4 2020 | $247,000 | – | 4,461 | – | 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% |