SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,044 | -56.8% | 12,467 | -55.5% | 0.26% | -52.8% |
| Q2 2023 | $1,709,805 | +9.9% | 28,025 | -0.3% | 0.56% | -3.5% |
| Q1 2023 | $1,555,505 | +7.7% | 28,098 | -1.4% | 0.58% | +1.4% |
| Q4 2022 | $1,444,551 | +0.9% | 28,509 | -0.2% | 0.57% | -2.1% |
| Q3 2022 | $1,432,000 | -5.2% | 28,579 | -1.1% | 0.58% | -2.4% |
| Q2 2022 | $1,511,000 | -21.1% | 28,907 | 0.0% | 0.60% | -16.1% |
| Q1 2022 | $1,914,000 | +76.2% | 28,907 | +92.9% | 0.71% | +62.6% |
| Q4 2021 | $1,086,000 | +11.0% | 14,986 | -1.9% | 0.44% | -22.4% |
| Q3 2021 | $978,000 | +2.8% | 15,278 | -9.4% | 0.56% | -2.4% |
| Q2 2021 | $951,000 | 0.0% | 16,858 | 0.0% | 0.58% | -3.0% |
| Q1 2021 | $951,000 | +23.7% | 16,858 | +21.2% | 0.59% | +7.2% |
| Q4 2020 | $769,000 | – | 13,907 | – | 0.55% | – |
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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% |