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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,894,394 | +1.4% | 217,517 | +4.4% | 1.35% | +2.0% |
| Q2 2023 | $12,711,181 | +11.5% | 208,346 | +1.2% | 1.32% | +8.1% |
| Q1 2023 | $11,398,650 | +15.4% | 205,900 | +5.6% | 1.22% | +9.4% |
| Q4 2022 | $9,875,278 | +34.6% | 194,894 | +33.1% | 1.12% | +29.6% |
| Q3 2022 | $7,338,000 | +8.5% | 146,466 | +13.2% | 0.86% | +13.1% |
| Q2 2022 | $6,766,000 | -11.7% | 129,378 | +11.7% | 0.76% | -0.5% |
| Q1 2022 | $7,660,000 | +2.6% | 115,844 | +5.2% | 0.77% | +1.1% |
| Q4 2021 | $7,463,000 | -10.3% | 110,169 | -15.2% | 0.76% | -43.9% |
| Q3 2021 | $8,321,000 | +3.7% | 129,970 | +2.0% | 1.36% | +3.7% |
| Q2 2021 | $8,024,000 | +1.6% | 127,420 | -9.0% | 1.31% | +39.2% |
| Q1 2021 | $7,897,000 | +9.6% | 140,021 | +7.5% | 0.94% | +5.7% |
| Q4 2020 | $7,203,000 | +9.1% | 130,275 | -1.1% | 0.89% | -5.2% |
| Q3 2020 | $6,603,000 | -1.0% | 131,778 | -11.3% | 0.94% | -7.6% |
| Q2 2020 | $6,670,000 | – | 148,488 | – | 1.01% | – |
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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% |