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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,382,906 | +6.6% | 98,108 | -2.9% | 2.81% | -6.4% |
| Q3 2023 | $5,986,746 | -3.3% | 100,991 | -0.5% | 3.00% | -6.1% |
| Q2 2023 | $6,191,295 | +8.1% | 101,480 | -1.9% | 3.20% | -4.8% |
| Q1 2023 | $5,727,922 | +3.4% | 103,493 | -5.3% | 3.36% | -6.1% |
| Q4 2022 | $5,538,940 | +4758.7% | 109,314 | +6240.7% | 3.58% | +5485.9% |
| Q1 2022 | $114,000 | +4.6% | 1,724 | 0.0% | 0.06% | -5.9% |
| Q2 2021 | $109,000 | +9.0% | 1,724 | -2.8% | 0.07% | -9.3% |
| Q1 2021 | $100,000 | 0.0% | 1,774 | -1.9% | 0.08% | -10.7% |
| Q4 2020 | $100,000 | – | 1,808 | – | 0.08% | – |
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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% |