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 | $257,868 | -5.0% | 4,350 | -2.2% | 0.17% | -0.6% |
| Q2 2023 | $271,495 | +0.1% | 4,450 | -9.2% | 0.17% | -4.4% |
| Q1 2023 | $271,264 | +7.1% | 4,900 | -2.0% | 0.18% | +5.2% |
| Q4 2022 | $253,350 | +0.9% | 5,000 | 0.0% | 0.17% | -3.4% |
| Q3 2022 | $251,000 | -6.0% | 5,000 | -2.0% | 0.18% | +11.2% |
| Q2 2022 | $267,000 | -21.0% | 5,100 | 0.0% | 0.16% | -2.4% |
| Q1 2022 | $338,000 | -8.6% | 5,100 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $370,000 | +13.1% | 5,100 | 0.0% | 0.16% | +10.7% |
| Q3 2021 | $327,000 | +1.9% | 5,100 | 0.0% | 0.15% | +6.4% |
| Q2 2021 | $321,000 | +11.5% | 5,100 | 0.0% | 0.14% | +6.9% |
| Q1 2021 | $288,000 | +2.1% | 5,100 | 0.0% | 0.13% | -19.1% |
| Q4 2020 | $282,000 | +10.2% | 5,100 | 0.0% | 0.16% | -2.4% |
| Q3 2020 | $256,000 | +11.8% | 5,100 | 0.0% | 0.17% | +5.1% |
| Q2 2020 | $229,000 | +9.0% | 5,100 | +2.0% | 0.16% | +18.8% |
| Q4 2019 | $210,000 | – | 5,000 | – | 0.13% | – |
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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% |