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 | $40,597 | -19.8% | 685 | -17.5% | 0.01% | -22.2% |
| Q2 2023 | $50,634 | +10.2% | 830 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $45,946 | -16.4% | 830 | -23.5% | 0.01% | -20.0% |
| Q4 2022 | $54,961 | -6.8% | 1,085 | -7.3% | 0.01% | -16.7% |
| Q3 2022 | $59,000 | -3.3% | 1,170 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $61,000 | -20.8% | 1,170 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $77,000 | +4.1% | 1,170 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $74,000 | -1.3% | 1,170 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $75,000 | -2.6% | 1,170 | -4.1% | 0.01% | -7.1% |
| Q2 2021 | $77,000 | +11.6% | 1,220 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $69,000 | +3.0% | 1,220 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $67,000 | – | 1,220 | – | 0.01% | – |
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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% |