SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $767,010 | -8.2% | 12,939 | -5.5% | 0.44% | -2.4% |
| Q2 2023 | $835,188 | +16.7% | 13,689 | +5.9% | 0.45% | +3.4% |
| Q1 2023 | $715,907 | +28.0% | 12,932 | +17.2% | 0.44% | +9.3% |
| Q4 2022 | $559,193 | +2.0% | 11,036 | +0.9% | 0.40% | -16.0% |
| Q3 2022 | $548,000 | -3.0% | 10,937 | +1.2% | 0.48% | +3.0% |
| Q2 2022 | $565,000 | -20.1% | 10,810 | +1.2% | 0.46% | +22.3% |
| Q1 2022 | $707,000 | -17.0% | 10,680 | -9.2% | 0.38% | -2.3% |
| Q4 2021 | $852,000 | -3.0% | 11,761 | -14.3% | 0.39% | -1.8% |
| Q3 2021 | $878,000 | -5.2% | 13,716 | -6.7% | 0.39% | -2.7% |
| Q2 2021 | $926,000 | +5.2% | 14,708 | -5.8% | 0.40% | -12.6% |
| Q1 2021 | $880,000 | -21.8% | 15,612 | -23.3% | 0.46% | -32.9% |
| Q4 2020 | $1,126,000 | – | 20,363 | – | 0.69% | – |
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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% |