SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,416 | +80.9% | 9,032 | +86.2% | 0.03% | -5.6% |
| Q2 2023 | $295,899 | -46.9% | 4,850 | -51.4% | 0.04% | 0.0% |
| Q1 2023 | $556,945 | +105.5% | 9,988 | +86.8% | 0.04% | 0.0% |
| Q4 2022 | $270,983 | -8.1% | 5,348 | -3.6% | 0.04% | -5.3% |
| Q3 2022 | $295,000 | 0.0% | 5,548 | +13.5% | 0.04% | +2.7% |
| Q2 2022 | $295,000 | -6.6% | 4,890 | -16.4% | 0.04% | -11.9% |
| Q1 2022 | $316,000 | -33.1% | 5,849 | -10.2% | 0.04% | -20.8% |
| Q4 2021 | $472,000 | +3.5% | 6,513 | -2.3% | 0.05% | +1.9% |
| Q3 2021 | $456,000 | +3.6% | 6,663 | -0.4% | 0.05% | +2.0% |
| Q2 2021 | $440,000 | +9.2% | 6,693 | 0.0% | 0.05% | +4.1% |
| Q1 2021 | $403,000 | -1.7% | 6,693 | -5.4% | 0.05% | -9.3% |
| Q4 2020 | $410,000 | +4.1% | 7,075 | -10.0% | 0.05% | -10.0% |
| Q3 2020 | $394,000 | -12.2% | 7,860 | -21.3% | 0.06% | -20.0% |
| Q2 2020 | $449,000 | +22.0% | 9,988 | -2.9% | 0.08% | +4.2% |
| Q1 2020 | $368,000 | +41.0% | 10,285 | +65.1% | 0.07% | +71.4% |
| Q4 2019 | $261,000 | – | 6,231 | – | 0.04% | – |
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% |