SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,286,566 | +2.5% | 23,240 | -6.1% | 0.24% | -0.8% |
| Q4 2022 | $1,254,589 | -2.1% | 24,760 | -3.2% | 0.25% | -11.2% |
| Q3 2022 | $1,281,000 | -52.1% | 25,571 | -50.0% | 0.28% | +0.7% |
| Q2 2022 | $2,674,000 | +41.3% | 51,132 | +79.0% | 0.28% | -17.2% |
| Q1 2022 | $1,892,000 | -5.9% | 28,569 | +2.9% | 0.33% | +2.5% |
| Q4 2021 | $2,011,000 | – | 27,755 | – | 0.32% | – |
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% |