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 | $6,184,479 | +194.4% | 104,327 | +203.0% | 0.88% | +200.3% |
| Q2 2023 | $2,100,649 | +13.0% | 34,432 | +2.5% | 0.29% | +8.5% |
| Q1 2023 | $1,859,107 | -8.6% | 33,582 | -16.3% | 0.27% | -15.1% |
| Q4 2022 | $2,033,675 | +452.6% | 40,136 | +447.0% | 0.32% | +374.6% |
| Q3 2022 | $368,000 | -2.6% | 7,337 | +1.4% | 0.07% | +1.5% |
| Q2 2022 | $378,000 | +38.0% | 7,233 | +48.0% | 0.07% | +26.9% |
| Q1 2022 | $274,000 | -27.5% | 4,888 | -6.2% | 0.05% | -8.8% |
| Q4 2021 | $378,000 | +17.4% | 5,213 | +3.6% | 0.06% | +9.6% |
| Q3 2021 | $322,000 | +1.3% | 5,034 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $318,000 | +14.4% | 5,034 | +2.9% | 0.05% | +1.9% |
| Q1 2021 | $278,000 | +3.3% | 4,890 | +0.4% | 0.05% | -8.8% |
| Q4 2020 | $269,000 | – | 4,869 | – | 0.06% | – |
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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% |