SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200,549 | +0.2% | 37,121 | +3.1% | 0.20% | -1.0% |
| Q2 2023 | $2,196,076 | +5.7% | 35,995 | -4.1% | 0.20% | -1.4% |
| Q1 2023 | $2,078,108 | +7.2% | 37,538 | -1.9% | 0.21% | +0.5% |
| Q4 2022 | $1,938,255 | +2.1% | 38,253 | +1.0% | 0.21% | -1.9% |
| Q3 2022 | $1,898,000 | -1.2% | 37,878 | +3.1% | 0.21% | +3.9% |
| Q2 2022 | $1,921,000 | -23.2% | 36,743 | -2.7% | 0.20% | -8.1% |
| Q1 2022 | $2,500,000 | -1.9% | 37,762 | +7.3% | 0.22% | +9.4% |
| Q4 2021 | $2,549,000 | +30.6% | 35,179 | +15.4% | 0.20% | +20.2% |
| Q3 2021 | $1,952,000 | +7.7% | 30,488 | +5.9% | 0.17% | +9.1% |
| Q2 2021 | $1,812,000 | +8.1% | 28,780 | +4.0% | 0.15% | +6.2% |
| Q1 2021 | $1,677,000 | +15.7% | 27,664 | +5.5% | 0.14% | +5.1% |
| Q4 2020 | $1,450,000 | +15.5% | 26,230 | +4.7% | 0.14% | +1.5% |
| Q3 2020 | $1,255,000 | – | 25,048 | – | 0.14% | – |
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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% |