SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 594 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $524 | -8.7% | 8,845 | -6.1% | 0.10% | -7.8% |
Q2 2023 | $574 | +22.6% | 9,415 | +11.3% | 0.10% | +9.6% |
Q1 2023 | $468 | +32.2% | 8,460 | +21.2% | 0.09% | +22.1% |
Q4 2022 | $354 | -99.9% | 6,980 | +20.3% | 0.08% | +11.6% |
Q3 2022 | $291,000 | -31.0% | 5,800 | -28.1% | 0.07% | -19.8% |
Q2 2022 | $422,000 | -13.0% | 8,070 | +10.1% | 0.09% | +2.4% |
Q1 2022 | $485,000 | -19.0% | 7,330 | -11.3% | 0.08% | -7.7% |
Q4 2021 | $599,000 | -14.3% | 8,260 | -24.4% | 0.09% | -21.6% |
Q3 2021 | $699,000 | +66.0% | 10,920 | +63.2% | 0.12% | +61.1% |
Q2 2021 | $421,000 | +17.6% | 6,690 | +5.5% | 0.07% | +10.8% |
Q1 2021 | $358,000 | +40.9% | 6,340 | +38.1% | 0.06% | +30.0% |
Q4 2020 | $254,000 | -15.1% | 4,590 | -23.0% | 0.05% | -27.5% |
Q3 2020 | $299,000 | -8.3% | 5,960 | -24.9% | 0.07% | 0.0% |
Q4 2019 | $326,000 | +7.6% | 7,940 | +1.9% | 0.07% | -5.5% |
Q3 2019 | $303,000 | – | 7,790 | – | 0.07% | – |
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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% |