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 | $805,982 | +19.6% | 13,596 | +23.1% | 0.08% | +23.2% |
| Q2 2023 | $673,851 | +149.8% | 11,045 | +37.7% | 0.07% | +360.0% |
| Q1 2023 | $269,723 | -79.2% | 8,023 | -68.6% | 0.02% | -74.1% |
| Q4 2022 | $1,294,527 | +154.3% | 25,548 | +151.4% | 0.06% | +93.3% |
| Q3 2022 | $509,000 | -8.6% | 10,162 | -4.0% | 0.03% | -38.8% |
| Q2 2022 | $557,000 | -65.8% | 10,583 | -56.9% | 0.05% | -46.7% |
| Q1 2022 | $1,627,000 | -75.2% | 24,566 | -72.8% | 0.09% | -83.4% |
| Q4 2021 | $6,549,000 | +349.2% | 90,370 | +249.6% | 0.55% | +373.5% |
| Q1 2021 | $1,458,000 | -2.3% | 25,853 | -4.3% | 0.12% | -15.2% |
| Q4 2020 | $1,493,000 | – | 27,012 | – | 0.14% | – |
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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% |