SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,867,421 | +6.1% | 30,898 | +6.9% | 0.81% | +7.8% |
| Q2 2023 | $1,759,833 | +115072.3% | 28,897 | +43.8% | 0.75% | +20.9% |
| Q1 2023 | $1,528 | +51.3% | 20,099 | 0.0% | 0.62% | +33.4% |
| Q4 2022 | $1,010 | -99.9% | 20,099 | +15.3% | 0.47% | +8.4% |
| Q3 2022 | $894,000 | +0.2% | 17,430 | +2.2% | 0.43% | -1.1% |
| Q2 2022 | $892,000 | -17.5% | 17,057 | +4.4% | 0.44% | -2.9% |
| Q1 2022 | $1,081,000 | +100.2% | 16,333 | +119.4% | 0.45% | +100.4% |
| Q4 2021 | $540,000 | +13.2% | 7,446 | -0.1% | 0.22% | +2.8% |
| Q3 2021 | $477,000 | +5.5% | 7,451 | +4.0% | 0.22% | +2.8% |
| Q2 2021 | $452,000 | +10.8% | 7,166 | -1.2% | 0.21% | +2.4% |
| Q1 2021 | $408,000 | +2.8% | 7,251 | +1.2% | 0.21% | -4.2% |
| Q4 2020 | $397,000 | +12.1% | 7,168 | +1.4% | 0.22% | -4.4% |
| Q3 2020 | $354,000 | +11.0% | 7,071 | -0.3% | 0.23% | +0.4% |
| Q2 2020 | $319,000 | – | 7,091 | – | 0.22% | – |
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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% |