SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,992 | +24.0% | 6,507 | +3.0% | 0.01% | +11.1% |
| Q4 2022 | $320,184 | -51.9% | 6,319 | -31.2% | 0.01% | -78.0% |
| Q4 2021 | $665,000 | -2.6% | 9,178 | -14.0% | 0.04% | -24.1% |
| Q3 2021 | $683,000 | +178.8% | 10,666 | +140.8% | 0.05% | +107.7% |
| Q4 2020 | $245,000 | -87.9% | 4,429 | -89.1% | 0.03% | -80.0% |
| Q3 2020 | $2,027,000 | +230.7% | 40,459 | +196.3% | 0.13% | +202.3% |
| Q2 2020 | $613,000 | -77.5% | 13,656 | -82.1% | 0.04% | -78.3% |
| Q1 2020 | $2,730,000 | +612.8% | 76,382 | +735.6% | 0.20% | +760.9% |
| Q4 2019 | $383,000 | +29.4% | 9,141 | +19.9% | 0.02% | -11.5% |
| Q3 2019 | $296,000 | – | 7,624 | – | 0.03% | – |
Download | ||||||
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% |