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 | $15,828 | -2.8% | 267 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $16,290 | +10.2% | 267 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $14,781 | +9.3% | 267 | 0.0% | 0.02% | +25.0% |
| Q4 2022 | $13,529 | +4.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -22.2% | 267 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 267 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 267 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $17,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +13.3% | 267 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $15,000 | 0.0% | 267 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | +15.4% | 267 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 267 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 267 | – | 0.01% | – |
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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% |