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 | $571,993 | -5.7% | 9,649 | -2.9% | 0.33% | -5.1% |
| Q2 2023 | $606,500 | +10.2% | 9,941 | 0.0% | 0.35% | +2.9% |
| Q1 2023 | $550,334 | +9.3% | 9,941 | 0.0% | 0.34% | +4.9% |
| Q4 2022 | $503,710 | +0.5% | 9,941 | -0.5% | 0.33% | -1.8% |
| Q3 2022 | $501,000 | -1.8% | 9,995 | +3.8% | 0.33% | -3.5% |
| Q2 2022 | $510,000 | -20.1% | 9,629 | 0.0% | 0.34% | -13.4% |
| Q1 2022 | $638,000 | -8.6% | 9,629 | 0.0% | 0.40% | +0.5% |
| Q4 2021 | $698,000 | +13.3% | 9,629 | 0.0% | 0.40% | +11.3% |
| Q3 2021 | $616,000 | -7.4% | 9,629 | -8.8% | 0.36% | -20.4% |
| Q2 2021 | $665,000 | +65.8% | 10,553 | +29.4% | 0.45% | +114.4% |
| Q2 2020 | $401,000 | – | 8,158 | – | 0.21% | – |
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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% |