SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 417 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| Sage Financial Management Group, Inc. | 127,296 | $10,200 | 30.99% |
| Black Swift Group, LLC | 1,377,588 | $110,386,126 | 25.50% |
| Wealth Advisors of Iowa, LLC | 725,715 | $41,680,046 | 23.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,624,030 | $130,133,523 | 22.85% |
| Leicht Financial Planning & Wealth Management, Inc. | 531,543 | $42,592,544 | 22.68% |
| RESTON WEALTH MANAGEMENT LLC | 670,007 | $53,687,663 | 21.47% |
| Investments & Financial Planning, LLC | 392,891 | $31,482,358 | 21.14% |
| Compton Financial Group, LLC | 679,602 | $54,456,536 | 17.68% |
| Destiny Capital Corp/CO | 313,961 | $25,157,660 | 17.19% |
| Focused Wealth Management, Inc | 1,412,604 | $113,191,963 | 16.18% |