SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $231,963 | -2.8% | 3,913 | 0.0% | 0.12% | -2.4% |
Q2 2023 | $238,732 | +10.2% | 3,913 | 0.0% | 0.13% | +7.7% |
Q1 2023 | $216,624 | +5.7% | 3,913 | 0.0% | 0.12% | -4.1% |
Q2 2022 | $205,000 | -20.8% | 3,913 | 0.0% | 0.12% | -3.9% |
Q1 2022 | $259,000 | -8.8% | 3,913 | 0.0% | 0.13% | -8.6% |
Q4 2021 | $284,000 | +12.3% | 3,913 | -0.9% | 0.14% | +7.8% |
Q3 2021 | $253,000 | +2.8% | 3,950 | +0.9% | 0.13% | +0.8% |
Q2 2021 | $246,000 | +11.3% | 3,913 | 0.0% | 0.13% | +0.8% |
Q1 2021 | $221,000 | +3.3% | 3,913 | 0.0% | 0.13% | -8.6% |
Q4 2020 | $214,000 | -19.5% | 3,913 | -22.5% | 0.14% | -25.3% |
Q3 2020 | $266,000 | -27.1% | 5,052 | -34.7% | 0.19% | -38.4% |
Q2 2020 | $365,000 | -61.6% | 7,737 | -70.9% | 0.30% | -69.9% |
Q1 2020 | $951,000 | -56.5% | 26,615 | -49.0% | 1.00% | -53.5% |
Q4 2019 | $2,188,000 | – | 52,211 | – | 2.16% | – |
Download |
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% |