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 | $287,722 | -24.6% | 4,854 | -22.4% | 0.30% | -24.4% |
| Q2 2023 | $381,723 | -3.1% | 6,257 | -12.1% | 0.39% | -9.8% |
| Q1 2023 | $394,016 | -21.4% | 7,117 | -28.0% | 0.44% | -18.9% |
| Q4 2022 | $501,109 | -13.2% | 9,890 | -14.1% | 0.54% | -27.0% |
| Q3 2022 | $577,000 | +51.8% | 11,513 | +58.4% | 0.74% | +61.1% |
| Q2 2022 | $380,000 | -17.9% | 7,268 | +3.8% | 0.46% | -1.1% |
| Q1 2022 | $463,000 | -15.0% | 7,000 | -7.0% | 0.46% | +4.5% |
| Q4 2021 | $545,000 | – | 7,523 | – | 0.44% | – |
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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% |