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 2022 | $2,845,000 | -21.1% | 54,414 | -0.1% | 0.66% | -5.2% |
| Q1 2022 | $3,607,000 | -17.2% | 54,477 | -9.4% | 0.69% | -10.4% |
| Q4 2021 | $4,357,000 | +20.6% | 60,125 | +6.6% | 0.77% | +10.9% |
| Q3 2021 | $3,612,000 | -2.2% | 56,421 | -3.8% | 0.70% | -6.0% |
| Q2 2021 | $3,694,000 | +13.2% | 58,661 | +1.4% | 0.74% | -8.2% |
| Q1 2021 | $3,263,000 | +33.4% | 57,849 | +30.7% | 0.80% | +26.0% |
| Q4 2020 | $2,446,000 | +1274.2% | 44,247 | +859.2% | 0.64% | +1152.9% |
| Q2 2019 | $178,000 | +1877.8% | 4,613 | +5264.0% | 0.05% | +1175.0% |
| Q4 2016 | $9,000 | – | 86 | – | 0.00% | – |
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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% |