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 | $925,736 | -0.7% | 15,264 | -0.3% | 0.67% | -1.5% |
| Q2 2023 | $932,451 | +11.5% | 15,311 | +1.5% | 0.68% | +13.6% |
| Q1 2023 | $836,523 | +7.3% | 15,092 | -1.2% | 0.60% | +16.2% |
| Q4 2022 | $779,410 | +4.1% | 15,277 | +0.3% | 0.51% | -1.2% |
| Q3 2022 | $749,000 | -10.0% | 15,237 | +0.5% | 0.52% | -4.8% |
| Q2 2022 | $832,000 | -12.1% | 15,159 | +0.2% | 0.54% | -10.8% |
| Q1 2022 | $946,000 | -6.7% | 15,124 | +2.4% | 0.61% | 0.0% |
| Q4 2021 | $1,014,000 | +5.8% | 14,764 | +0.2% | 0.61% | +6.1% |
| Q3 2021 | $958,000 | +0.6% | 14,740 | +0.7% | 0.58% | -0.5% |
| Q2 2021 | $952,000 | +9.3% | 14,640 | +0.2% | 0.58% | +4.3% |
| Q1 2021 | $871,000 | +7.9% | 14,617 | +0.4% | 0.56% | -10.8% |
| Q4 2020 | $807,000 | +14.3% | 14,562 | +2.7% | 0.62% | -6.7% |
| Q3 2020 | $706,000 | +21.5% | 14,185 | +9.6% | 0.67% | +2.9% |
| Q2 2020 | $581,000 | +26.0% | 12,942 | +0.3% | 0.65% | +4.9% |
| Q1 2020 | $461,000 | – | 12,908 | – | 0.62% | – |
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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% |