SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,023 | -57.6% | 5,719 | -48.2% | 0.30% | -36.1% |
| Q4 2021 | $800,000 | +42.3% | 11,045 | +25.7% | 0.48% | +47.2% |
| Q3 2021 | $562,000 | -13.4% | 8,784 | -14.7% | 0.32% | -11.0% |
| Q2 2021 | $649,000 | +46.5% | 10,301 | +16.6% | 0.36% | +43.9% |
| Q3 2020 | $443,000 | -17.7% | 8,833 | -26.2% | 0.25% | -43.8% |
| Q2 2020 | $538,000 | -8.5% | 11,971 | -27.3% | 0.45% | -25.6% |
| Q1 2020 | $588,000 | -64.9% | 16,461 | -61.9% | 0.60% | -38.3% |
| Q2 2019 | $1,674,000 | +13.6% | 43,232 | +9.1% | 0.98% | +2.8% |
| Q1 2019 | $1,474,000 | +12.7% | 39,633 | -1.5% | 0.95% | -13.9% |
| Q4 2018 | $1,308,000 | +24.0% | 40,241 | +42.6% | 1.11% | +7.5% |
| Q3 2018 | $1,055,000 | – | 28,219 | – | 1.03% | – |
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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% |