SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,794,402 | -6.4% | 30,270 | -3.7% | 0.01% | 0.0% |
Q2 2023 | $1,917,085 | +11.1% | 31,422 | +0.8% | 0.01% | -17.6% |
Q1 2023 | $1,725,731 | -5.1% | 31,173 | -13.1% | 0.02% | -22.7% |
Q4 2022 | $1,818,509 | +1.9% | 35,889 | +0.7% | 0.02% | 0.0% |
Q3 2022 | $1,785,000 | -7.3% | 35,637 | -3.3% | 0.02% | -15.4% |
Q2 2022 | $1,926,000 | -21.5% | 36,858 | -0.6% | 0.03% | -3.7% |
Q1 2022 | $2,455,000 | -12.1% | 37,089 | -3.7% | 0.03% | -10.0% |
Q4 2021 | $2,792,000 | +11.6% | 38,529 | -1.5% | 0.03% | -14.3% |
Q3 2021 | $2,502,000 | +0.2% | 39,097 | -1.4% | 0.04% | 0.0% |
Q2 2021 | $2,498,000 | +12.9% | 39,671 | +1.1% | 0.04% | -7.9% |
Q1 2021 | $2,212,000 | -17.6% | 39,221 | -19.3% | 0.04% | -32.1% |
Q4 2020 | $2,685,000 | +11.3% | 48,572 | +0.9% | 0.06% | -9.7% |
Q3 2020 | $2,413,000 | +7.2% | 48,146 | -3.9% | 0.06% | -8.8% |
Q2 2020 | $2,251,000 | +26.5% | 50,105 | +0.6% | 0.07% | -10.5% |
Q1 2020 | $1,780,000 | -22.5% | 49,796 | -9.1% | 0.08% | -16.5% |
Q4 2019 | $2,296,000 | +2.0% | 54,790 | -5.3% | 0.09% | -20.2% |
Q3 2019 | $2,250,000 | -6.4% | 57,847 | -6.9% | 0.11% | -17.4% |
Q2 2019 | $2,405,000 | +10.9% | 62,112 | +6.6% | 0.14% | -2.1% |
Q1 2019 | $2,168,000 | +16.7% | 58,273 | +2.0% | 0.14% | -23.0% |
Q4 2018 | $1,857,000 | -29.5% | 57,153 | -17.1% | 0.18% | -28.5% |
Q3 2018 | $2,635,000 | +18.8% | 68,929 | +9.1% | 0.26% | +0.4% |
Q2 2018 | $2,218,000 | -2.0% | 63,156 | -6.5% | 0.26% | -17.7% |
Q1 2018 | $2,264,000 | -9.3% | 67,558 | -10.7% | 0.31% | -12.7% |
Q4 2017 | $2,496,000 | -2.2% | 75,659 | -5.1% | 0.36% | -12.8% |
Q3 2017 | $2,552,000 | +3.5% | 79,727 | +282.4% | 0.41% | -20.5% |
Q2 2017 | $2,465,000 | -2.5% | 20,849 | -3.5% | 0.51% | -26.9% |
Q1 2017 | $2,529,000 | -45.5% | 21,614 | -51.0% | 0.70% | -38.9% |
Q4 2016 | $4,643,000 | +12.7% | 44,076 | +12.6% | 1.14% | -9.1% |
Q3 2016 | $4,119,000 | +24.6% | 39,141 | +19.4% | 1.26% | +23.4% |
Q2 2016 | $3,307,000 | +119.2% | 32,771 | +118.4% | 1.02% | +100.8% |
Q1 2016 | $1,509,000 | – | 15,007 | – | 0.51% | – |
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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% |