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 | $5,027,240 | +9.5% | 84,805 | +12.7% | 1.70% | +11.4% |
| Q2 2023 | $4,592,772 | +10.4% | 75,279 | +0.2% | 1.52% | +0.3% |
| Q1 2023 | $4,161,024 | +82.3% | 75,163 | +65.0% | 1.52% | +40.7% |
| Q4 2022 | $2,282,055 | +0.0% | 45,550 | 0.0% | 1.08% | +0.5% |
| Q3 2022 | $2,282,000 | +13.3% | 45,550 | +19.1% | 1.07% | -1.6% |
| Q2 2022 | $2,014,000 | -24.1% | 38,249 | -4.5% | 1.09% | -17.2% |
| Q1 2022 | $2,652,000 | +14.2% | 40,048 | +25.0% | 1.32% | +13.3% |
| Q4 2021 | $2,322,000 | +15.8% | 32,046 | +2.3% | 1.16% | +2.6% |
| Q3 2021 | $2,005,000 | +9.0% | 31,324 | +11.3% | 1.13% | +10.3% |
| Q2 2021 | $1,840,000 | +113.2% | 28,149 | +84.1% | 1.03% | +80.7% |
| Q1 2021 | $863,000 | +53.8% | 15,294 | +50.8% | 0.57% | +36.1% |
| Q4 2020 | $561,000 | +64.5% | 10,143 | +49.1% | 0.42% | +19.4% |
| Q3 2020 | $341,000 | +20.9% | 6,805 | +6.7% | 0.35% | +8.4% |
| Q2 2020 | $282,000 | +73.0% | 6,380 | +42.1% | 0.32% | +93.4% |
| Q1 2020 | $163,000 | – | 4,490 | – | 0.17% | – |
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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% |