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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,886,193 | -2.6% | 48,687 | +0.3% | 0.37% | +0.5% |
| Q2 2023 | $2,961,781 | +10.4% | 48,546 | +0.1% | 0.37% | -3.6% |
| Q1 2023 | $2,683,922 | +9.4% | 48,481 | +0.1% | 0.38% | +135.6% |
| Q4 2022 | $2,453,028 | +1.2% | 48,412 | +0.1% | 0.16% | +40.5% |
| Q3 2022 | $2,423,000 | -4.0% | 48,355 | +0.1% | 0.12% | -36.3% |
| Q2 2022 | $2,525,000 | -21.0% | 48,301 | +0.1% | 0.18% | -9.0% |
| Q1 2022 | $3,195,000 | -8.6% | 48,252 | +0.1% | 0.20% | -64.2% |
| Q4 2021 | $3,494,000 | +13.3% | 48,217 | +0.1% | 0.56% | +7.1% |
| Q3 2021 | $3,085,000 | +1.7% | 48,183 | +0.1% | 0.52% | +2.2% |
| Q2 2021 | $3,032,000 | +11.7% | 48,152 | +0.1% | 0.51% | +2.6% |
| Q1 2021 | $2,714,000 | +2.1% | 48,118 | +0.1% | 0.50% | -17.2% |
| Q4 2020 | $2,658,000 | +9.8% | 48,077 | -0.5% | 0.60% | -2.3% |
| Q3 2020 | $2,420,000 | +11.6% | 48,296 | 0.0% | 0.61% | +1.5% |
| Q2 2020 | $2,169,000 | +153.1% | 48,296 | +101.5% | 0.60% | +89.1% |
| Q1 2020 | $857,000 | +33.9% | 23,974 | +56.9% | 0.32% | +39.1% |
| Q4 2019 | $640,000 | +8.1% | 15,275 | +0.3% | 0.23% | -0.4% |
| Q3 2019 | $592,000 | – | 15,222 | – | 0.23% | – |
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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% |