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 | $3,035,860 | -15.4% | 51,213 | -12.9% | 0.24% | -5.6% |
| Q2 2023 | $3,588,824 | +72.9% | 58,824 | +8.2% | 0.25% | +72.9% |
| Q1 2023 | $2,075,213 | -4.6% | 54,368 | -1.1% | 0.14% | -28.7% |
| Q4 2022 | $2,175,188 | -1.4% | 54,957 | +24.9% | 0.20% | +8.6% |
| Q3 2022 | $2,205,000 | +47.8% | 44,012 | -12.3% | 0.19% | +55.0% |
| Q2 2022 | $1,492,000 | -52.6% | 50,173 | +5.5% | 0.12% | -43.1% |
| Q1 2022 | $3,149,000 | +3.1% | 47,558 | +12.8% | 0.21% | -9.4% |
| Q4 2021 | $3,055,000 | – | 42,156 | – | 0.23% | – |
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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% |