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 | $10,511,268 | -0.6% | 177,315 | +2.3% | 8.54% | +2.6% |
| Q2 2023 | $10,576,420 | +13.2% | 173,355 | +2.7% | 8.32% | +5.7% |
| Q1 2023 | $9,346,656 | +111956.8% | 168,834 | +2.6% | 7.88% | +7.9% |
| Q4 2022 | $8,341 | -99.9% | 164,610 | +3.6% | 7.30% | -1.3% |
| Q3 2022 | $7,964,000 | +2.2% | 158,966 | +6.7% | 7.40% | +1.7% |
| Q2 2022 | $7,789,000 | -15.9% | 148,995 | +6.5% | 7.28% | -12.2% |
| Q1 2022 | $9,260,000 | +3.9% | 139,853 | +13.7% | 8.29% | +5.2% |
| Q4 2021 | $8,914,000 | – | 122,996 | – | 7.88% | – |
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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% |