SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 411 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,070 | -2.8% | 1,570 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $95,786 | +10.2% | 1,570 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $86,916 | +9.3% | 1,570 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $79,552 | +0.7% | 1,570 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $79,000 | -3.7% | 1,570 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $82,000 | -21.2% | 1,570 | 0.0% | 0.02% | -15.4% |
| Q1 2022 | $104,000 | -8.8% | 1,570 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $114,000 | -0.9% | 1,570 | -12.9% | 0.03% | -6.9% |
| Q3 2021 | $115,000 | +666.7% | 1,803 | +673.8% | 0.03% | +625.0% |
| Q2 2021 | $15,000 | -85.3% | 233 | -87.1% | 0.00% | -85.7% |
| Q1 2021 | $102,000 | +2.0% | 1,803 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $100,000 | -12.3% | 1,803 | -21.0% | 0.03% | -20.6% |
| Q3 2020 | $114,000 | -74.9% | 2,283 | -77.4% | 0.03% | -78.8% |
| Q2 2020 | $454,000 | +28.6% | 10,102 | +2.3% | 0.16% | +7.4% |
| Q1 2020 | $353,000 | -9.9% | 9,872 | +5.6% | 0.15% | -30.7% |
| Q4 2019 | $392,000 | +8.3% | 9,352 | +0.5% | 0.22% | +1.4% |
| Q3 2019 | $362,000 | +1.4% | 9,302 | +0.7% | 0.21% | -1.9% |
| Q2 2019 | $357,000 | -5.1% | 9,241 | -8.5% | 0.22% | -6.5% |
| Q1 2019 | $376,000 | +16.0% | 10,104 | +1.5% | 0.23% | -3.3% |
| Q4 2018 | $324,000 | – | 9,954 | – | 0.24% | – |
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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% |