SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 341 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,793,000 | -22.7% | 34,290 | -2.1% | 0.48% | -4.2% |
| Q1 2022 | $2,320,000 | -7.5% | 35,033 | +1.2% | 0.50% | +3.8% |
| Q4 2021 | $2,508,000 | +13.1% | 34,608 | -0.1% | 0.48% | +3.9% |
| Q3 2021 | $2,218,000 | +5.7% | 34,649 | +3.9% | 0.46% | +6.7% |
| Q2 2021 | $2,099,000 | +15.7% | 33,337 | +3.7% | 0.43% | +5.9% |
| Q1 2021 | $1,814,000 | -19.9% | 32,156 | -21.5% | 0.41% | -26.9% |
| Q4 2020 | $2,265,000 | +18.4% | 40,959 | +7.3% | 0.56% | +6.3% |
| Q3 2020 | $1,913,000 | +2.8% | 38,169 | -7.8% | 0.52% | -5.4% |
| Q2 2020 | $1,861,000 | +70.7% | 41,420 | +35.8% | 0.55% | +36.1% |
| Q1 2020 | $1,090,000 | -16.3% | 30,508 | -1.8% | 0.41% | +19.4% |
| Q4 2019 | $1,302,000 | +12.8% | 31,056 | +4.6% | 0.34% | +1.5% |
| Q3 2019 | $1,154,000 | – | 29,679 | – | 0.34% | – |
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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% |