SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 414 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $780,000 | -1.1% | 10,761 | -12.6% | 0.06% | -13.4% |
| Q3 2021 | $789,000 | -6.8% | 12,318 | -8.4% | 0.07% | -1.5% |
| Q2 2021 | $847,000 | +8.5% | 13,452 | -2.8% | 0.07% | -1.4% |
| Q1 2021 | $781,000 | -15.4% | 13,840 | -17.1% | 0.07% | -19.8% |
| Q4 2020 | $923,000 | +11.6% | 16,698 | +1.2% | 0.09% | -3.4% |
| Q3 2020 | $827,000 | +26.5% | 16,507 | +13.4% | 0.09% | +15.6% |
| Q2 2020 | $654,000 | +8.3% | 14,556 | -13.8% | 0.08% | -11.5% |
| Q1 2020 | $604,000 | -33.2% | 16,894 | -21.7% | 0.09% | -15.5% |
| Q4 2019 | $904,000 | +11.3% | 21,563 | +3.2% | 0.10% | +3.0% |
| Q3 2019 | $812,000 | -4.9% | 20,890 | -5.3% | 0.10% | -6.5% |
| Q2 2019 | $854,000 | +15.9% | 22,048 | +11.4% | 0.11% | +11.5% |
| Q1 2019 | $737,000 | +10.7% | 19,796 | -3.4% | 0.10% | -1.0% |
| Q4 2018 | $666,000 | -9.3% | 20,489 | +6.7% | 0.10% | 0.0% |
| Q3 2018 | $734,000 | -11.9% | 19,207 | -19.0% | 0.10% | -17.8% |
| Q2 2018 | $833,000 | +2.7% | 23,706 | -2.1% | 0.12% | +4.4% |
| Q1 2018 | $811,000 | +29.6% | 24,205 | +27.5% | 0.11% | +27.0% |
| Q4 2017 | $626,000 | +2508.3% | 18,980 | +6022.6% | 0.09% | +1171.4% |
| Q3 2013 | $24,000 | – | 310 | – | 0.01% | – |
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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% |