SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,056 | -6.3% | 4,117 | -3.6% | 0.01% | -11.1% |
| Q2 2023 | $260,513 | +320.2% | 4,270 | +353.8% | 0.01% | +350.0% |
| Q1 2022 | $62,000 | -8.8% | 941 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $68,000 | +4.6% | 941 | -6.6% | 0.00% | -33.3% |
| Q3 2021 | $65,000 | +3.2% | 1,007 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $63,000 | -99.9% | 1,007 | -100.0% | 0.00% | -99.9% |
| Q1 2021 | $118,692,000 | -3.4% | 2,104,463 | -5.3% | 5.10% | -8.4% |
| Q4 2020 | $122,921,000 | +14.9% | 2,223,196 | +4.2% | 5.56% | +3.5% |
| Q3 2020 | $106,945,000 | +85.6% | 2,134,211 | +66.4% | 5.38% | +67.6% |
| Q2 2020 | $57,618,000 | -10.3% | 1,282,691 | -28.6% | 3.21% | -25.6% |
| Q1 2020 | $64,234,000 | +60.6% | 1,797,261 | +88.3% | 4.31% | +91.7% |
| Q4 2019 | $40,007,000 | -1.9% | 954,585 | -9.0% | 2.25% | -7.7% |
| Q3 2019 | $40,794,000 | -1.0% | 1,048,953 | -1.4% | 2.44% | -1.8% |
| Q2 2019 | $41,209,000 | +2.1% | 1,064,010 | -1.9% | 2.48% | -11.4% |
| Q1 2019 | $40,360,000 | -7.0% | 1,084,659 | -18.8% | 2.80% | -19.2% |
| Q4 2018 | $43,409,000 | – | 1,335,650 | – | 3.47% | – |
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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% |