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 | $1,669,315 | -6.2% | 28,160 | -3.4% | 0.01% | -14.3% |
| Q2 2023 | $1,779,032 | +7.9% | 29,160 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $1,648,925 | +5.7% | 29,785 | -3.3% | 0.01% | 0.0% |
| Q4 2022 | $1,559,961 | -1.8% | 30,787 | -2.9% | 0.01% | 0.0% |
| Q3 2022 | $1,588,000 | -5.6% | 31,697 | -1.5% | 0.01% | 0.0% |
| Q2 2022 | $1,683,000 | -21.7% | 32,190 | -0.8% | 0.01% | -12.5% |
| Q1 2022 | $2,149,000 | -8.2% | 32,450 | +0.5% | 0.01% | +14.3% |
| Q4 2021 | $2,340,000 | +11.8% | 32,290 | -1.2% | 0.01% | 0.0% |
| Q3 2021 | $2,093,000 | -9.4% | 32,689 | -10.9% | 0.01% | -12.5% |
| Q2 2021 | $2,311,000 | +11.6% | 36,699 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $2,070,000 | +2.0% | 36,699 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $2,029,000 | +9.4% | 36,699 | -0.8% | 0.01% | -12.5% |
| Q3 2020 | $1,854,000 | +4314.3% | 36,999 | +3827.7% | 0.01% | – |
| Q2 2020 | $42,000 | +23.5% | 942 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | +41.7% | 942 | +54.4% | 0.00% | – |
| Q2 2019 | $24,000 | +300.0% | 610 | +274.2% | 0.00% | – |
| Q1 2019 | $6,000 | +20.0% | 163 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -54.5% | 163 | -43.4% | 0.00% | – |
| Q3 2018 | $11,000 | +83.3% | 288 | +76.7% | 0.00% | – |
| Q2 2018 | $6,000 | – | 163 | – | 0.00% | – |
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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% |