SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,676 | +17.3% | 1,141 | +20.7% | 0.00% | 0.0% |
| Q2 2023 | $57,693 | +0.6% | 945 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $57,327 | +19.5% | 1,035 | +9.4% | 0.00% | 0.0% |
| Q4 2022 | $47,968 | +45.4% | 946 | +37.1% | 0.00% | +100.0% |
| Q3 2022 | $33,000 | -2.9% | 690 | +5.3% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -57.5% | 655 | -41.6% | 0.00% | -50.0% |
| Q4 2021 | $80,000 | -3.6% | 1,122 | -14.3% | 0.00% | -33.3% |
| Q3 2021 | $83,000 | +5.1% | 1,309 | +3.8% | 0.00% | -25.0% |
| Q2 2021 | $79,000 | +14.5% | 1,261 | +2.2% | 0.00% | 0.0% |
| Q1 2021 | $69,000 | +527.3% | 1,234 | +513.9% | 0.00% | +300.0% |
| Q4 2020 | $11,000 | -50.0% | 201 | -54.2% | 0.00% | -50.0% |
| Q3 2020 | $22,000 | +214.3% | 439 | +181.4% | 0.00% | +100.0% |
| Q2 2020 | $7,000 | -53.3% | 156 | -65.1% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | +114.3% | 447 | +159.9% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | -73.1% | 172 | -74.6% | 0.00% | -50.0% |
| Q3 2019 | $26,000 | +136.4% | 676 | +503.6% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | +10.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | 0.0% | 112 | 0.0% | 0.00% | +100.0% |
| Q2 2014 | $10,000 | +11.1% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | – | 112 | – | 0.00% | – |
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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% |