SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,925 | -2.8% | 6,021 | +0.1% | 0.00% | – |
| Q2 2023 | $367,097 | +11.2% | 6,017 | +0.9% | 0.00% | – |
| Q1 2023 | $330,222 | +21.1% | 5,965 | +10.8% | 0.00% | – |
| Q4 2022 | $272,756 | +18.6% | 5,383 | +17.5% | 0.00% | – |
| Q3 2022 | $230,000 | -84.5% | 4,580 | -83.9% | 0.00% | -100.0% |
| Q2 2022 | $1,488,000 | -19.8% | 28,460 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $1,855,000 | -8.6% | 28,021 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $2,029,000 | +14.4% | 28,000 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $1,773,000 | -8.3% | 27,700 | -9.8% | 0.00% | 0.0% |
| Q2 2021 | $1,933,000 | +8.1% | 30,700 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $1,788,000 | +2.0% | 31,700 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,753,000 | +10.4% | 31,700 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,588,000 | -9.2% | 31,700 | -13.2% | 0.00% | 0.0% |
| Q2 2020 | $1,748,000 | +33.9% | 36,513 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,305,000 | -12.8% | 36,513 | +2.3% | 0.00% | 0.0% |
| Q4 2019 | $1,496,000 | +7.8% | 35,700 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,388,000 | -9.8% | 35,700 | -10.1% | 0.00% | 0.0% |
| Q2 2019 | $1,538,000 | +158.5% | 39,700 | +148.1% | 0.00% | – |
| Q1 2019 | $595,000 | -52.4% | 16,000 | -58.4% | 0.00% | -100.0% |
| Q4 2018 | $1,249,000 | -43.2% | 38,425 | -33.2% | 0.00% | 0.0% |
| Q3 2018 | $2,200,000 | +6.4% | 57,525 | -2.3% | 0.00% | 0.0% |
| Q2 2018 | $2,067,000 | +26.1% | 58,850 | +20.3% | 0.00% | 0.0% |
| Q1 2018 | $1,639,000 | – | 48,900 | – | 0.00% | – |
Download | ||||||
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% |