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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,770,000 | +3.4% | 66,852 | +1.4% | 0.37% | -0.3% |
| Q4 2020 | $3,645,000 | +10.1% | 65,925 | -0.2% | 0.37% | -0.3% |
| Q3 2020 | $3,311,000 | +2.6% | 66,070 | -8.0% | 0.37% | -6.3% |
| Q2 2020 | $3,227,000 | +21.9% | 71,849 | -3.0% | 0.40% | +1.0% |
| Q1 2020 | $2,647,000 | -18.7% | 74,059 | -4.6% | 0.39% | +2.9% |
| Q4 2019 | $3,255,000 | +218.5% | 77,669 | +199.8% | 0.38% | +190.1% |
| Q3 2019 | $1,022,000 | -58.9% | 25,907 | -59.6% | 0.13% | -59.2% |
| Q2 2019 | $2,485,000 | +3.2% | 64,149 | -0.9% | 0.32% | +0.9% |
| Q1 2019 | $2,408,000 | +13.9% | 64,725 | +4.0% | 0.32% | +7.1% |
| Q4 2018 | $2,115,000 | – | 62,238 | – | 0.30% | – |
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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% |