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 | $238,879 | +0.6% | 3,888 | 0.0% | 0.00% | – |
| Q2 2023 | $237,557 | -12.5% | 3,888 | -25.2% | 0.00% | – |
| Q4 2022 | $271,387 | -3.8% | 5,198 | 0.0% | 0.00% | – |
| Q3 2022 | $282,000 | +7.2% | 5,198 | +7.7% | 0.00% | – |
| Q2 2022 | $263,000 | -37.1% | 4,825 | -22.3% | 0.00% | – |
| Q1 2022 | $418,000 | +29.0% | 6,208 | +40.3% | 0.00% | – |
| Q4 2021 | $324,000 | -83.6% | 4,425 | -85.4% | 0.00% | -100.0% |
| Q3 2021 | $1,972,000 | +1039.9% | 30,338 | +1001.2% | 0.00% | – |
| Q2 2021 | $173,000 | +38.4% | 2,755 | +30.3% | 0.00% | – |
| Q1 2021 | $125,000 | -13.8% | 2,115 | -19.1% | 0.00% | – |
| Q4 2020 | $145,000 | +262.5% | 2,615 | +226.9% | 0.00% | – |
| Q3 2020 | $40,000 | -54.5% | 800 | -70.3% | 0.00% | – |
| Q4 2018 | $88,000 | +1366.7% | 2,695 | +4391.7% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | +50.0% | 60 | +50.0% | 0.00% | – |
| Q3 2014 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2014 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | – |
| Q1 2014 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2013 | $3,000 | – | 40 | – | 0.00% | – |
Download | ||||||
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% |