SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $231,790 | +1.2% | 4,575 | +0.3% | 0.10% | -7.1% |
| Q3 2022 | $229,000 | -3.8% | 4,562 | +0.3% | 0.11% | -0.9% |
| Q2 2022 | $238,000 | -20.9% | 4,550 | +0.2% | 0.11% | -41.8% |
| Q1 2022 | $301,000 | -8.2% | 4,540 | +0.2% | 0.20% | +5.4% |
| Q4 2021 | $328,000 | -55.9% | 4,532 | -61.0% | 0.19% | -60.0% |
| Q3 2021 | $744,000 | +1.6% | 11,625 | +0.1% | 0.46% | +1.1% |
| Q2 2021 | $732,000 | +15.3% | 11,618 | +3.3% | 0.46% | +8.2% |
| Q1 2021 | $635,000 | +3.8% | 11,252 | +1.7% | 0.42% | -16.5% |
| Q4 2020 | $612,000 | – | 11,062 | – | 0.51% | – |
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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% |