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 | $234,986 | -22.3% | 3,964 | -20.0% | 0.01% | -22.2% |
| Q2 2023 | $302,304 | -21.9% | 4,955 | -29.1% | 0.01% | -30.8% |
| Q1 2023 | $387,085 | -9.1% | 6,992 | -16.8% | 0.01% | -13.3% |
| Q4 2022 | $425,996 | -26.2% | 8,407 | -27.0% | 0.02% | -34.8% |
| Q3 2022 | $577,000 | +2.3% | 11,512 | +6.8% | 0.02% | 0.0% |
| Q2 2022 | $564,000 | -62.8% | 10,783 | -52.9% | 0.02% | -64.1% |
| Q1 2022 | $1,516,000 | -3.7% | 22,899 | +5.4% | 0.06% | -3.0% |
| Q4 2021 | $1,574,000 | +10.1% | 21,721 | -2.7% | 0.07% | 0.0% |
| Q3 2021 | $1,429,000 | +23.9% | 22,323 | +21.9% | 0.07% | +22.2% |
| Q2 2021 | $1,153,000 | -6.3% | 18,312 | -16.1% | 0.05% | -11.5% |
| Q1 2021 | $1,231,000 | +8.9% | 21,833 | +6.9% | 0.06% | +7.0% |
| Q4 2020 | $1,130,000 | +306.5% | 20,433 | +268.4% | 0.06% | +256.2% |
| Q3 2020 | $278,000 | – | 5,546 | – | 0.02% | – |
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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% |