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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747 | -12.0% | 12,601 | -9.5% | 0.18% | -10.2% |
| Q2 2023 | $849 | +1.0% | 13,918 | -8.4% | 0.20% | -3.9% |
| Q1 2023 | $841 | -1.4% | 15,195 | -9.8% | 0.20% | -8.5% |
| Q4 2022 | $853 | -99.9% | 16,842 | -42.1% | 0.22% | -48.9% |
| Q3 2022 | $1,458,000 | +5.6% | 29,108 | +10.2% | 0.44% | +7.9% |
| Q2 2022 | $1,381,000 | +43.0% | 26,421 | +81.0% | 0.41% | +44.5% |
| Q1 2022 | $966,000 | -36.9% | 14,597 | -30.9% | 0.28% | -43.2% |
| Q4 2021 | $1,530,000 | +31.2% | 21,113 | +16.0% | 0.50% | -30.2% |
| Q3 2021 | $1,166,000 | +20.7% | 18,206 | +18.7% | 0.71% | +6.9% |
| Q2 2021 | $966,000 | -8.7% | 15,344 | -18.2% | 0.66% | -17.5% |
| Q1 2021 | $1,058,000 | -42.6% | 18,765 | -43.7% | 0.80% | -43.8% |
| Q4 2020 | $1,844,000 | +15.1% | 33,355 | +4.4% | 1.43% | +8.1% |
| Q3 2020 | $1,602,000 | -1.4% | 31,963 | -11.6% | 1.32% | -2.4% |
| Q2 2020 | $1,624,000 | – | 36,146 | – | 1.36% | – |
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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% |