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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,680,000 | +4.1% | 47,524 | +2.1% | 0.26% | -6.8% |
| Q4 2020 | $2,574,000 | +15.5% | 46,547 | +4.6% | 0.28% | +0.7% |
| Q3 2020 | $2,229,000 | +6.1% | 44,481 | -4.9% | 0.28% | -1.8% |
| Q2 2020 | $2,100,000 | +24.5% | 46,751 | -1.0% | 0.28% | +1.4% |
| Q1 2020 | $1,687,000 | +169.9% | 47,216 | +216.8% | 0.28% | +261.0% |
| Q4 2019 | $625,000 | -78.6% | 14,905 | -80.1% | 0.08% | -80.3% |
| Q3 2019 | $2,917,000 | +3.8% | 75,005 | +3.3% | 0.39% | +2.1% |
| Q2 2019 | $2,811,000 | – | 72,590 | – | 0.38% | – |
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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% |