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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,893,000 | -64.3% | 58,795 | -61.0% | 1.42% | -25.9% |
| Q4 2021 | $10,919,000 | -0.9% | 150,670 | -12.5% | 1.92% | -56.6% |
| Q3 2021 | $11,018,000 | +8.5% | 172,098 | +6.7% | 4.42% | +75.6% |
| Q2 2021 | $10,157,000 | +28.6% | 161,300 | +15.1% | 2.52% | +21.3% |
| Q1 2021 | $7,901,000 | +12.7% | 140,081 | +10.5% | 2.08% | -16.9% |
| Q4 2020 | $7,012,000 | +21.4% | 126,819 | +10.0% | 2.50% | +13.1% |
| Q3 2020 | $5,777,000 | +10.7% | 115,280 | -0.8% | 2.21% | -1.2% |
| Q2 2020 | $5,219,000 | +89.4% | 116,185 | +50.7% | 2.24% | +53.4% |
| Q1 2020 | $2,756,000 | – | 77,100 | – | 1.46% | – |
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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% |