SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,828,134 | -4.0% | 64,577 | -1.2% | 0.57% | -12.1% |
| Q2 2023 | $3,989,346 | +0.3% | 65,388 | -9.0% | 0.65% | -31.6% |
| Q1 2023 | $3,979,201 | +782.1% | 71,879 | +707.4% | 0.96% | +695.8% |
| Q4 2022 | $451,104 | +2.5% | 8,903 | +1.3% | 0.12% | -9.8% |
| Q3 2022 | $440,000 | +13.4% | 8,792 | +18.5% | 0.13% | +17.7% |
| Q2 2022 | $388,000 | -91.3% | 7,420 | -89.0% | 0.11% | -91.3% |
| Q1 2022 | $4,462,000 | -14.7% | 67,384 | -6.6% | 1.29% | +21.1% |
| Q4 2021 | $5,228,000 | +13.7% | 72,140 | +0.4% | 1.07% | +6.7% |
| Q3 2021 | $4,599,000 | +1.9% | 71,829 | +0.2% | 1.00% | +6.7% |
| Q2 2021 | $4,514,000 | +6.6% | 71,685 | -4.5% | 0.94% | -2.4% |
| Q1 2021 | $4,233,000 | +24.1% | 75,051 | -1.2% | 0.96% | -52.8% |
| Q2 2020 | $3,412,000 | – | 75,951 | – | 2.03% | – |
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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% |