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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $793 | +10.1% | 13,000 | 0.0% | 0.06% | +1.7% |
| Q1 2023 | $720 | -31.7% | 13,000 | -37.5% | 0.06% | -35.6% |
| Q4 2022 | $1,054 | -99.9% | 20,808 | +25.3% | 0.09% | +15.4% |
| Q3 2022 | $832,000 | -4.1% | 16,608 | 0.0% | 0.08% | +4.0% |
| Q2 2022 | $868,000 | -21.1% | 16,608 | 0.0% | 0.08% | -10.7% |
| Q1 2022 | $1,100,000 | -8.6% | 16,608 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $1,204,000 | +13.3% | 16,608 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $1,063,000 | +1.6% | 16,608 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $1,046,000 | +11.6% | 16,608 | 0.0% | 0.08% | +2.4% |
| Q1 2021 | $937,000 | – | 16,608 | – | 0.08% | – |
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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% |