SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,126,422 | +2.2% | 19,002 | +5.2% | 0.31% | +2.3% |
| Q2 2023 | $1,102,025 | +299.3% | 18,063 | +333.4% | 0.30% | +187.6% |
| Q1 2022 | $276,000 | -94.5% | 4,168 | -94.0% | 0.10% | -95.0% |
| Q4 2021 | $5,030,000 | +55.5% | 69,410 | +37.3% | 2.10% | +42.7% |
| Q3 2021 | $3,235,000 | +100.7% | 50,538 | +57.1% | 1.47% | +28.8% |
| Q3 2020 | $1,612,000 | +17.0% | 32,179 | +4.9% | 1.14% | -14.0% |
| Q2 2020 | $1,378,000 | -56.2% | 30,687 | -65.1% | 1.33% | -66.6% |
| Q1 2020 | $3,145,000 | -30.1% | 87,998 | -18.0% | 3.99% | +20.2% |
| Q4 2019 | $4,499,000 | – | 107,338 | – | 3.32% | – |
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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% |