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 | $5,034,369 | +1.0% | 84,925 | +3.9% | 0.25% | +2.4% |
| Q2 2023 | $4,986,011 | +6.1% | 81,724 | -3.8% | 0.25% | -3.9% |
| Q1 2023 | $4,701,208 | +24.8% | 84,921 | +14.2% | 0.26% | +11.7% |
| Q4 2022 | $3,766,854 | +8.2% | 74,341 | +11.6% | 0.23% | -2.1% |
| Q3 2022 | $3,482,000 | 0.0% | 66,610 | 0.0% | 0.24% | 0.0% |
| Q2 2022 | $3,482,000 | -27.7% | 66,610 | +0.3% | 0.24% | -18.1% |
| Q4 2021 | $4,813,000 | -4.2% | 66,411 | -15.4% | 0.29% | +79.4% |
| Q3 2021 | $5,025,000 | -2.7% | 78,493 | -4.3% | 0.16% | -3.0% |
| Q2 2021 | $5,167,000 | +20.3% | 82,057 | +7.8% | 0.16% | +6.5% |
| Q1 2021 | $4,295,000 | – | 76,150 | – | 0.16% | – |
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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% |