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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,872,000 | +20.1% | 163,817 | +6.1% | 1.22% | +8.4% |
| Q3 2021 | $9,887,000 | +9.1% | 154,437 | +7.3% | 1.13% | +8.9% |
| Q2 2021 | $9,062,000 | +8.6% | 143,916 | -2.7% | 1.04% | +3.3% |
| Q1 2021 | $8,341,000 | +12.4% | 147,893 | +10.2% | 1.00% | -0.9% |
| Q4 2020 | $7,418,000 | +28.6% | 134,168 | +16.6% | 1.01% | +7.8% |
| Q3 2020 | $5,767,000 | +38.4% | 115,088 | +24.0% | 0.94% | +30.4% |
| Q2 2020 | $4,167,000 | +678.9% | 92,779 | +520.3% | 0.72% | +538.1% |
| Q1 2020 | $535,000 | – | 14,957 | – | 0.11% | – |
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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% |