SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,638,505 | -0.1% | 27,640 | +2.8% | 0.16% | -1.2% |
| Q2 2023 | $1,640,179 | +4.5% | 26,884 | -5.2% | 0.16% | -12.4% |
| Q1 2023 | $1,569,714 | +11.0% | 28,355 | +1.6% | 0.18% | +10.1% |
| Q4 2022 | $1,414,146 | +14.1% | 27,909 | +12.8% | 0.17% | +4.3% |
| Q3 2022 | $1,239,000 | -15.0% | 24,739 | -11.3% | 0.16% | -9.0% |
| Q2 2022 | $1,458,000 | -12.9% | 27,896 | +10.4% | 0.18% | -2.7% |
| Q1 2022 | $1,673,000 | -3.5% | 25,267 | +5.6% | 0.18% | -11.2% |
| Q4 2021 | $1,733,000 | +33.5% | 23,916 | +18.0% | 0.20% | +25.0% |
| Q3 2021 | $1,298,000 | +3.1% | 20,276 | +1.4% | 0.16% | +3.8% |
| Q2 2021 | $1,259,000 | +29.5% | 20,001 | +16.1% | 0.16% | +15.3% |
| Q1 2021 | $972,000 | +18.4% | 17,228 | +16.0% | 0.14% | +12.3% |
| Q4 2020 | $821,000 | +88.7% | 14,855 | +71.2% | 0.12% | +48.8% |
| Q3 2020 | $435,000 | +51.6% | 8,676 | +35.7% | 0.08% | +41.4% |
| Q2 2020 | $287,000 | +27.6% | 6,392 | +1.7% | 0.06% | +5.5% |
| Q1 2020 | $225,000 | -84.3% | 6,287 | -81.6% | 0.06% | -85.6% |
| Q4 2019 | $1,431,000 | +27.4% | 34,135 | +18.2% | 0.38% | +22.4% |
| Q3 2019 | $1,123,000 | +15.9% | 28,883 | +17.6% | 0.31% | +6.1% |
| Q2 2019 | $969,000 | +23.9% | 24,554 | +16.8% | 0.30% | +1.4% |
| Q1 2019 | $782,000 | +16.4% | 21,018 | +1.7% | 0.29% | +1.4% |
| Q4 2018 | $672,000 | -17.0% | 20,669 | -2.4% | 0.29% | -24.3% |
| Q3 2018 | $810,000 | +24.4% | 21,176 | +14.2% | 0.38% | +16.3% |
| Q2 2018 | $651,000 | +20.1% | 18,537 | +14.6% | 0.33% | +7.9% |
| Q1 2018 | $542,000 | +77.1% | 16,169 | +74.6% | 0.30% | +67.8% |
| Q4 2017 | $306,000 | – | 9,260 | – | 0.18% | – |
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% |