SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,958 | -8.2% | 117,372 | -5.5% | 0.51% | -4.3% |
| Q2 2023 | $7,580 | +10.9% | 124,249 | +0.6% | 0.54% | +4.9% |
| Q1 2023 | $6,835 | -37.1% | 123,461 | -42.4% | 0.51% | -39.8% |
| Q4 2022 | $10,862 | -99.9% | 214,373 | -44.6% | 0.85% | -47.0% |
| Q3 2022 | $19,379,000 | +35.1% | 386,804 | +41.0% | 1.60% | +44.2% |
| Q2 2022 | $14,342,000 | +48.2% | 274,326 | +87.6% | 1.11% | +85.8% |
| Q1 2022 | $9,680,000 | -20.0% | 146,195 | -12.5% | 0.60% | -12.7% |
| Q4 2021 | $12,105,000 | +27.7% | 167,040 | +12.9% | 0.69% | +20.6% |
| Q3 2021 | $9,476,000 | +3.5% | 148,009 | +1.8% | 0.57% | +3.1% |
| Q2 2021 | $9,156,000 | +12.0% | 145,405 | +0.3% | 0.55% | +1.3% |
| Q1 2021 | $8,177,000 | -5.0% | 144,980 | -6.9% | 0.54% | -13.9% |
| Q4 2020 | $8,611,000 | +7.5% | 155,739 | -2.6% | 0.63% | -11.6% |
| Q3 2020 | $8,010,000 | – | 159,850 | – | 0.72% | – |
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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% |