SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122 | -2.4% | 2,055 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $125 | +9.6% | 2,053 | +0.1% | 0.02% | +7.1% |
| Q1 2023 | $114 | +58.3% | 2,051 | +43.9% | 0.01% | +40.0% |
| Q4 2022 | $72 | -99.9% | 1,425 | -15.6% | 0.01% | -23.1% |
| Q3 2022 | $85,000 | -3.4% | 1,688 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $88,000 | -21.4% | 1,688 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $112,000 | -8.2% | 1,688 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $122,000 | +13.0% | 1,688 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $108,000 | +1.9% | 1,688 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $106,000 | +11.6% | 1,688 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $95,000 | -21.5% | 1,688 | -22.9% | 0.02% | -30.4% |
| Q4 2020 | $121,000 | – | 2,188 | – | 0.02% | – |
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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% |