SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015,025 | +179.7% | 17,123 | +187.8% | 0.00% | – |
| Q2 2023 | $362,921 | +31.1% | 5,949 | +19.0% | 0.00% | -100.0% |
| Q1 2023 | $276,907 | +25.0% | 5,001 | +8.0% | 0.01% | +100.0% |
| Q4 2022 | $221,492 | -70.3% | 4,631 | -68.9% | 0.00% | -66.7% |
| Q3 2022 | $745,000 | -5.8% | 14,876 | -1.7% | 0.01% | -10.0% |
| Q2 2022 | $791,000 | +239.5% | 15,129 | +329.4% | 0.01% | +400.0% |
| Q1 2022 | $233,000 | -40.4% | 3,523 | -34.7% | 0.00% | -50.0% |
| Q4 2021 | $391,000 | – | 5,394 | – | 0.00% | – |
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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% |