SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $7,312,000 | +6.8% | 132,251 | -3.2% | 1.00% | -2.8% |
| Q3 2020 | $6,848,000 | +2.2% | 136,653 | -8.4% | 1.03% | -13.8% |
| Q2 2020 | $6,698,000 | +1.8% | 149,110 | -5.2% | 1.19% | -13.5% |
| Q1 2020 | $6,580,000 | -60.5% | 157,260 | -58.8% | 1.38% | -50.2% |
| Q4 2019 | $16,650,000 | +13.5% | 381,746 | +0.1% | 2.76% | -10.1% |
| Q3 2019 | $14,670,000 | +4.0% | 381,243 | +6.7% | 3.07% | +0.2% |
| Q2 2019 | $14,100,000 | +5.9% | 357,226 | -0.2% | 3.07% | -5.8% |
| Q1 2019 | $13,318,000 | +6.7% | 357,907 | -9.3% | 3.26% | -12.9% |
| Q4 2018 | $12,480,000 | +3.1% | 394,805 | +24.8% | 3.74% | +46.8% |
| Q3 2018 | $12,100,000 | +2.4% | 316,434 | -0.1% | 2.54% | -7.5% |
| Q2 2018 | $11,811,000 | +15.8% | 316,646 | +4.1% | 2.75% | -3.5% |
| Q1 2018 | $10,201,000 | -1.1% | 304,221 | +0.9% | 2.85% | +8.9% |
| Q4 2017 | $10,313,000 | – | 301,647 | – | 2.62% | – |
Download | ||||||
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% |