SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,642 | +10.4% | 5,679 | +13.6% | 0.20% | +12.9% |
| Q2 2023 | $304,861 | +8.2% | 4,997 | -1.9% | 0.18% | -2.7% |
| Q1 2023 | $281,880 | +0.8% | 5,092 | -7.7% | 0.18% | -8.5% |
| Q4 2022 | $279,577 | -0.5% | 5,518 | -1.7% | 0.20% | -2.9% |
| Q3 2022 | $281,000 | -5.4% | 5,613 | -1.1% | 0.21% | -0.5% |
| Q2 2022 | $297,000 | -21.0% | 5,673 | -0.2% | 0.21% | +2.0% |
| Q1 2022 | $376,000 | -22.0% | 5,685 | -14.5% | 0.20% | -7.3% |
| Q4 2021 | $482,000 | -0.4% | 6,653 | -11.2% | 0.22% | -9.5% |
| Q3 2021 | $484,000 | +8.5% | 7,488 | +5.7% | 0.24% | +10.0% |
| Q2 2021 | $446,000 | +4.2% | 7,083 | -6.8% | 0.22% | -7.2% |
| Q1 2021 | $428,000 | 0.0% | 7,596 | -1.9% | 0.24% | -4.8% |
| Q4 2020 | $428,000 | +11.5% | 7,742 | +1.1% | 0.25% | -8.8% |
| Q3 2020 | $384,000 | +11.6% | 7,655 | -0.1% | 0.27% | -4.5% |
| Q2 2020 | $344,000 | +21.1% | 7,663 | -3.5% | 0.29% | -14.4% |
| Q1 2020 | $284,000 | -19.3% | 7,938 | -5.6% | 0.33% | -3.5% |
| Q4 2019 | $352,000 | -7.4% | 8,411 | -13.9% | 0.35% | -13.3% |
| Q3 2019 | $380,000 | +0.3% | 9,771 | -0.2% | 0.40% | +13.0% |
| Q2 2019 | $379,000 | -1.3% | 9,790 | -5.2% | 0.35% | -11.5% |
| Q1 2019 | $384,000 | – | 10,326 | – | 0.40% | – |
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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% |