SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,805 | +492.8% | 604 | +510.1% | 0.00% | – |
| Q2 2023 | $6,040 | +10.2% | 99 | 0.0% | 0.00% | – |
| Q1 2023 | $5,481 | -28.8% | 99 | -34.9% | 0.00% | – |
| Q4 2022 | $7,702 | +54.0% | 152 | +53.5% | 0.00% | – |
| Q3 2022 | $5,000 | -97.0% | 99 | -96.9% | 0.00% | -100.0% |
| Q2 2022 | $168,000 | -16.0% | 3,214 | +6.6% | 0.01% | 0.0% |
| Q1 2022 | $200,000 | -71.0% | 3,016 | -68.3% | 0.01% | -70.6% |
| Q4 2021 | $690,000 | -10.7% | 9,527 | -21.1% | 0.02% | -22.7% |
| Q3 2021 | $773,000 | +11.2% | 12,069 | +9.4% | 0.02% | +10.0% |
| Q2 2021 | $695,000 | +7.4% | 11,030 | -3.8% | 0.02% | -4.8% |
| Q1 2021 | $647,000 | +244.1% | 11,469 | +205.5% | 0.02% | +162.5% |
| Q4 2020 | $188,000 | 0.0% | 3,754 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $188,000 | +1346.2% | 3,754 | +1383.8% | 0.01% | +700.0% |
| Q3 2018 | $13,000 | +62.5% | 253 | +7.7% | 0.00% | – |
| Q2 2018 | $8,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | – | 235 | – | 0.00% | – |
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% |