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 | $294,234 | -1.5% | 4,963 | +1.4% | 0.04% | +5.0% |
| Q2 2023 | $298,664 | +10.7% | 4,895 | +0.4% | 0.04% | 0.0% |
| Q1 2023 | $269,893 | +9.7% | 4,875 | +0.2% | 0.04% | +2.6% |
| Q4 2022 | $246,000 | -22.6% | 4,863 | -23.4% | 0.04% | -25.0% |
| Q3 2022 | $318,000 | -6.5% | 6,345 | -2.4% | 0.05% | +18.2% |
| Q2 2022 | $340,000 | -59.8% | 6,500 | -49.1% | 0.04% | -64.5% |
| Q1 2022 | $845,000 | -9.4% | 12,763 | -0.8% | 0.12% | -6.1% |
| Q4 2021 | $933,000 | +13.5% | 12,872 | +0.3% | 0.13% | +4.8% |
| Q3 2021 | $822,000 | +6.5% | 12,832 | +4.6% | 0.13% | +0.8% |
| Q2 2021 | $772,000 | +6.8% | 12,267 | -4.3% | 0.12% | -3.1% |
| Q1 2021 | $723,000 | +2.7% | 12,817 | +0.7% | 0.13% | -10.4% |
| Q4 2020 | $704,000 | – | 12,732 | – | 0.14% | – |
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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% |