SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $43,424 | -30.0% | 857 | -12.3% | 0.02% | -30.0% |
| Q2 2021 | $62,000 | +10.7% | 977 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $56,000 | 0.0% | 977 | -2.8% | 0.03% | -6.1% |
| Q4 2020 | $56,000 | +12.0% | 1,005 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $50,000 | +11.1% | 1,005 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $45,000 | -62.5% | 1,005 | -70.0% | 0.04% | -89.1% |
| Q1 2020 | $120,000 | -84.4% | 3,353 | -81.8% | 0.35% | -64.6% |
| Q4 2019 | $770,000 | – | 18,376 | – | 0.99% | – |
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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% |